Private Client Advisor II — Wealth Strategy & Growth Lead

Bank of America; Miami (FL); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading financial institution is seeking an experienced professional to manage client processes and drive new business development. The ideal candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional interpersonal skills and the ability to influence client solutions. This role offers the opportunity to develop client relationships and deliver comprehensive wealth management strategies, working alongside a dedicated team in Miami, Florida.

Qualifications

• 12+ years of private banking or complex financial services experience or equivalent.
• Strong interpersonal skills with a high-touch, client-focused approach.
• Ability to influence and deliver holistic client solutions.

Responsibilities

• Lead the Client Process Management Process for new business development.
• Source new clients based on established risk appetite.
• Develop a deep understanding of clients’ needs and wealth strategies.

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

High School Diploma / GED

Job description

A leading financial institution is seeking an experienced professional to manage client processes and drive new business development. The ideal candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional interpersonal skills and the ability to influence client solutions. This role offers the opportunity to develop client relationships and deliver comprehensive wealth management strategies, working alongside a dedicated team in Miami, Florida.