Senior Private Banker - High-Net-Worth Wealth Advisor

Bank of America; Palm Beach (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Bank of America is seeking a senior Private Banking professional to acquire and deepen relationships with high-net-worth clients in Florida, delivering a Branded Client Experience across Private Bank services. The role emphasizes leadership in client process management and cross‑functional collaboration to meet sophisticated wealth needs.

Applicants should have 12+ years of private banking experience, Series 7/63/65 (or 7/66) licenses or willingness to obtain within 90 days, and strong

Qualifications

• 12+ years of private banking or equivalent financial services experience.
• Target client segment with $3MM+ investable assets.
• Present to clients with a holistic Private Bank approach.
• Excellent interpersonal and client-facing skills.
• Strong negotiator and proactive business developer.
• Ability to collaborate with team specialists and cross-functional partners.
• Series 7, 63 and 65 (or 7 and 66) licenses required or willing to obtain within 90 days.

Responsibilities

• Lead the Client Process Management within the client team to identify new business opportunities.
• Source new clients in alignment with the bank's risk appetite.
• Lead the team to deliver a Branded Client Experience to clients.
• Understand clients’ wealth needs and adapt to market changes.
• Provide integrated wealth recommendations including structuring, credit, banking, and asset management.
• Promote use of digital capabilities to enhance client experience.
• Build relationships with internal and external partners and centers of influence.

Skills

Private banking experience

New business development

Wealth planning

Interpersonal skills

Negotiation

Team collaboration

Client engagement

Licensing readiness

Education

High School Diploma / GED / Secondary School or equivalent

MBA or Post-Graduate Degree preferred

Job description

Bank of America is seeking a senior Private Banking professional to acquire and deepen relationships with high-net-worth clients in Florida, delivering a Branded Client Experience across Private Bank services. The role emphasizes leadership in client process management and cross‑functional collaboration to meet sophisticated wealth needs.

Applicants should have 12+ years of private banking experience, Series 7/63/65 (or 7/66) licenses or willingness to obtain within 90 days, and strong