High-Touch Private Client Advisor

Bank of America; Seven Isles (FL); On-site; USD 250,000 - 500,000; Full time

Job summary

Bank of America is seeking a Senior Private Banker to acquire and deepen high-net-worth client relationships, delivering tailored wealth solutions through the Private Bank platform. You will lead client management processes, collaborate with enterprise partners, and expand the branded client experience while maintaining the highest standards of fiduciary care.

This role requires extensive financial services experience, Series licenses or willingness to obtain them, and a track record of building

Qualifications

• Series 7, 63 and 65 (or 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
• 12+ years of private banking and/or complex financial services experience or equivalent
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• MBA or Post-Graduate Degree and/or relevant certifications are a strong plus

Responsibilities

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
• 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

Prospecting

Wealth Planning

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Active Listening

Attention to Detail

Collaboration

Decision Making

Loan Structuring

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 Private Banker to acquire and deepen high-net-worth client relationships, delivering tailored wealth solutions through the Private Bank platform. You will lead client management processes, collaborate with enterprise partners, and expand the branded client experience while maintaining the highest standards of fiduciary care.

This role requires extensive financial services experience, Series licenses or willingness to obtain them, and a track record of building