Senior Private Client Advisor

Bank of America; Baltimore (MD); On-site; USD 100,000 - 275,000; Full time

Job summary

Bank of America in Baltimore is seeking an experienced professional to lead client management processes and drive business development. This role involves advocating for clients and delivering integrated financial recommendations, leveraging the complete Private Bank platform.

The ideal candidate should have over 12 years of experience in private banking or complex financial services and the ability to foster strong client relationships. This position offers a competitive salary and industry-leading benefits.

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent.
• Ability to drive new business development for target client segment.
• Exceptional interpersonal skills and a client-focused approach.

Responsibilities

• Lead the Client Process Management to identify new business opportunities.
• Develop understanding of clients’ needs and preferences.
• Advocate for clients, providing integrated recommendations.

Skills

Business Development

Client Management

Wealth Planning

Relationship Building

Analytical Thinking

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Baltimore is seeking an experienced professional to lead client management processes and drive business development. This role involves advocating for clients and delivering integrated financial recommendations, leveraging the complete Private Bank platform.

The ideal candidate should have over 12 years of experience in private banking or complex financial services and the ability to foster strong client relationships. This position offers a competitive salary and industry-leading benefits.