Senior Private Client Advisor

Bank of America; El Segundo (CA); On-site; USD 100,000 - 275,000; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Resources and support for employees

Job summary

Bank of America is seeking a seasoned professional in El Segundo, CA, to lead the Client Process Management Process. This role involves sourcing new clients, delivering exceptional client experiences, and advocating for clients as their trusted advisor.

Candidates need 12+ years in private banking and strong interpersonal skills, with a commitment to business development and solutions-oriented approaches. The position includes a competitive annual salary ranging from $100,000 to $275,000.

Qualifications

• 12+ years of private banking and/or complex financial services experience.
• Series 7, 63 and 65 (or Series 7 and 66) required.
• Ability to influence and close business.

Responsibilities

• Lead the Client Process Management Process and deliver client experience.
• Source new clients within the bank's risk appetite.
• Build relationships with internal and external partners.

Skills

Private banking experience

Negotiation skills

Client engagement

Business development

Interpersonal skills

Solutions oriented

Job description

Bank of America is seeking a seasoned professional in El Segundo, CA, to lead the Client Process Management Process. This role involves sourcing new clients, delivering exceptional client experiences, and advocating for clients as their trusted advisor.

Candidates need 12+ years in private banking and strong interpersonal skills, with a commitment to business development and solutions-oriented approaches. The position includes a competitive annual salary ranging from $100,000 to $275,000.