Executive Wealth Advisor - Private Client Coverage

Bank of America; Miami (FL); On-site; USD 179,000 - 298,000; Full time

Job summary

Bank of America is seeking a senior-level private banker to provide exceptional service to corporate executives through the Executive Wealth Services team. The role centers on deepening client relationships, leading the Client Management Process, and delivering a branded client experience with access to Private Bank and Bank of America capabilities.

Successful candidates will coordinate across teams to meet client needs, may originate residential mortgage loans and must comply with SAFE Act

Qualifications

• MBA or Post-Graduate Degree is preferred or required.
• CFP/CPA/CFA/CTFA/CFM/JD credentials are a strong plus.
• Strong relationship management and wealth planning capabilities are required.

Responsibilities

• Develops an in-depth understanding of clients' needs and wealth goals.
• Leads Client Management Process to provide exceptional service and branded experience.
• Advocates for clients with integrated recommendations across wealth structuring and banking.

Skills

Business Development

Client Management

Wealth Planning

Analytical Thinking

Oral Communications

Education

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Job description

Bank of America is seeking a senior-level private banker to provide exceptional service to corporate executives through the Executive Wealth Services team. The role centers on deepening client relationships, leading the Client Management Process, and delivering a branded client experience with access to Private Bank and Bank of America capabilities.

Successful candidates will coordinate across teams to meet client needs, may originate residential mortgage loans and must comply with SAFE Act