Executive Wealth Advisor - Private Client Coverage & Growth

The Georgia Society of CPAs; Miami (FL); On-site; USD 225,000 - 298,000; Full time

Job summary

Bank of America is seeking an Executive Wealth Services professional to provide exceptional client service to corporate executives, integrating private bank capabilities and products. You will lead the Client Management Process, deepen relationships, and collaborate across teams to deliver a branded client experience.

Strong communication, negotiation, and wealth planning knowledge are essential for success in this role.

Qualifications

• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform.
• High touch, client-focused individual with exceptional interpersonal skills.
• Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client.
• Ability to influence; proactively asks for and closes business.
• Solutions oriented; sales and financial aptitude a must.
• Must be a skilled negotiator.
• Ability to work with and identify the need for team specialists; collaborate closely with other team members.
• Takes on a leadership role on the team and within the business community.

Responsibilities

• Develops an in-depth understanding of clients' needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs.
• Leads the Client Management Process within the client team to provide exceptional client service while deepening existing relationships and delivering a branded client experience.
• Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management.
• Encourages use and adoption of digital capabilities to enhance the client and client team experience.
• Builds 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

Job description

Bank of America is seeking an Executive Wealth Services professional to provide exceptional client service to corporate executives, integrating private bank capabilities and products. You will lead the Client Management Process, deepen relationships, and collaborate across teams to deliver a branded client experience.

Strong communication, negotiation, and wealth planning knowledge are essential for success in this role.