Senior Private Client Advisor

Bank of America; New York (NY); On-site; USD 250,000 - 500,000; Full time

Job summary

Bank of America in New York seeks a seasoned Private Banking Client Manager to lead client management processes, deepen relationships, and coordinate across the enterprise to deliver a branded client experience.

You will work with clients with $3MM+ investable assets, providing wealth planning, credit facilities, and asset management solutions, while guiding a team and leveraging digital capabilities to enhance client service.

Qualifications

• Requires Series 7/63/65 (or 7/66) licensing or willingness to obtain within 90 days of start.
• 12+ years in private banking and/or complex financial services.
• Ability to drive new business development for target client segment ($3MM+ investable assets).
• Holistic client approach leveraging the Private Bank platform.
• High-touch, client-focused professional with strong interpersonal skills.

Responsibilities

• Lead the Client Process Management within the client team to identify new business opportunities.
• Source new clients aligned with risk appetite.
• Deliver a Branded Client Experience and meaningful client interactions.
• Understand client needs and wealth strategy, adapting to changes in business or client scenarios.
• Provide integrated recommendations including wealth planning, credit facilities, banking, and asset management.
• Encourage use of digital capabilities to enhance client experience.
• Build relationships with internal and external partners.

Skills

Private banking leadership

Relationship building

Negotiation

Leadership

Client management

Education

MBA or Post-Graduate Degree

CFP/CFA/CPA/CTFA/CFM or JD a plus

Job description

Bank of America in New York seeks a seasoned Private Banking Client Manager to lead client management processes, deepen relationships, and coordinate across the enterprise to deliver a branded client experience.

You will work with clients with $3MM+ investable assets, providing wealth planning, credit facilities, and asset management solutions, while guiding a team and leveraging digital capabilities to enhance client service.