Executive Wealth Advisor - Private Client Coverage

Bank of America; Miami (FL); On-site; USD 110,000 - 180,000; Full time

Job summary

Bank of America in the United States seeks a senior client adviser within Executive Wealth Services to deepen relationships with corporate executives and deliver best-in-class service. You will lead the client management process and collaborate across the enterprise to meet client needs with a branded experience.

The role requires advising on wealth structuring, credit facilities, banking and asset management, and promoting digital tools to enhance client interactions and outcomes.

Qualifications

• Holistic approach to clients leveraging Private Bank platform.
• High-touch, client-focused attitude with strong interpersonal skills.
• Leadership and proactive client engagement for business growth.
• Negotiation skills and ability to collaborate with specialists.
• Ability to influence and close opportunities with clients.

Responsibilities

• Develop in-depth understanding of clients’ needs and wealth strategy.
• Lead Client Management Process to deepen relationships and deliver branded experience.
• Advocate for clients with integrated wealth recommendations: structuring, credit, banking, asset management.
• Encourage adoption of digital capabilities to enhance client experience.
• Build relationships with internal and external partners and centers of influence.

Skills

Business Development

Client Management

Client Solutions Advisory

Risk Management

Wealth Planning

Active Listening

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Account Management

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

High School Diploma / GED / Secondary School or equivalent

MBA or Post-Graduate Degree

Job description

Bank of America in the United States seeks a senior client adviser within Executive Wealth Services to deepen relationships with corporate executives and deliver best-in-class service. You will lead the client management process and collaborate across the enterprise to meet client needs with a branded experience.

The role requires advising on wealth structuring, credit facilities, banking and asset management, and promoting digital tools to enhance client interactions and outcomes.