Senior Private Client Advisor

Bank of America; Atlanta (GA); On-site; USD 150,000 - 270,000; Full time

Job summary

Bank of America in the United States is seeking a senior Private Banker to lead client management and drive new business development. You will partner across the enterprise to deliver a Branded Client Experience and access a full range of Private Bank capabilities to meet client needs.

You will retain clients by delivering holistic recommendations across wealth planning, credit facilities, banking, and asset management while maintaining high-touch service and risk-aware practices.

Qualifications

• Bachelor-level education not required for this senior role; focus on wealth management capabilities.
• Extensive experience in private banking and complex financial services.
• Licensing like Series 7/63/65 required or willingness to obtain within 90 days.

Responsibilities

• Lead client process management and identify new business opportunities.
• Source new clients aligning with bank risk appetite.
• Deliver meaningful interactions and a branded client experience.
• Understand clients’ wealth needs and adapt to market changes.
• Offer integrated recommendations across wealth planning, credit, banking, and asset management.
• Promote adoption of digital capabilities to improve client experience.
• Collaborate with internal 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 Banker to lead client management and drive new business development. You will partner across the enterprise to deliver a Branded Client Experience and access a full range of Private Bank capabilities to meet client needs.

You will retain clients by delivering holistic recommendations across wealth planning, credit facilities, banking, and asset management while maintaining high-touch service and risk-aware practices.