Senior Private Banking Advisor – Wealth Strategy & Growth

Bank of America; Sarasota (FL); On-site; USD 180,000 - 300,000; Full time

Job summary

Bank of America in the United States is seeking a senior Private Banking professional to acquire and deepen client relationships, delivering a Branded Client Experience and leveraging the bank's private banking capabilities to meet client wealth objectives.

Responsibilities include leading client management processes, sourcing new high-net-worth clients, and collaborating with internal partners to provide holistic wealth solutions, including credit, banking and asset management, while driving

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience.
• Ability to drive new business development for target client segment ($3MM++ investable assets).
• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform.
• High touch, client-focused individual with exceptional interpersonal skills.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a senior Private Banking professional to acquire and deepen client relationships, delivering a Branded Client Experience and leveraging the bank's private banking capabilities to meet client wealth objectives.

Responsibilities include leading client management processes, sourcing new high-net-worth clients, and collaborating with internal partners to provide holistic wealth solutions, including credit, banking and asset management, while driving