Senior Private Client Advisor

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

Benefits offered by this job

Formulaic incentive plan

Competitive benefits

Paid time off

Job summary

Bank of America in Melville, NY is seeking a senior Private Banking Relationship Manager to acquire and deepen client relationships, delivering a Branded Client Experience and holistic wealth solutions. You will lead the client process, collaborate with internal partners, and drive revenue in a high-net-worth portfolio.

The role requires a strong track record in private banking, with licensing expectations and the ability to engage affluent clients with complex needs.

Qualifications

• Experience in private banking and wealth management for high-net-worth clients.
• Ability to present holistic client solutions leveraging the Private Bank platform.
• Strong interpersonal skills and client-centric approach.

Responsibilities

• Lead client process management to identify new business opportunities.
• Sources new clients within the bank's risk framework.
• Deliver a Branded Client Experience across the enterprise.

Skills

Business Development

Client Management

Wealth Planning

Relationship Building

Negotiation

Oral Communications

Team Leadership

Prospecting

Education

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Job description

Bank of America in Melville, NY is seeking a senior Private Banking Relationship Manager to acquire and deepen client relationships, delivering a Branded Client Experience and holistic wealth solutions. You will lead the client process, collaborate with internal partners, and drive revenue in a high-net-worth portfolio.

The role requires a strong track record in private banking, with licensing expectations and the ability to engage affluent clients with complex needs.