Senior Private Client Advisor

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Incentive plan eligibility

Job summary

A leading financial institution is seeking a skilled professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution’s full range of financial services. Applicants must be licensed or willing to obtain licensing quickly. The successful candidate will proactively engage with clients, ensuring their needs are met while fostering long-term relationships. Competitive benefits and a salary range of $100,000 to $275,000 are offered.

Qualifications

• 12+ years of private banking and/or complex financial services experience.
• Ability to drive new business development for target client segment.
• Series 7, 63 and 65 (or Series 7 and 66) required.

Responsibilities

• Leads the Client Process Management Process to identify new business opportunities.
• Sources new clients in alignment with the bank's established risk appetite.
• Delivers meaningful interactions and a Branded Client Experience.

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

A leading financial institution is seeking a skilled professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution’s full range of financial services. Applicants must be licensed or willing to obtain licensing quickly. The successful candidate will proactively engage with clients, ensuring their needs are met while fostering long-term relationships. Competitive benefits and a salary range of $100,000 to $275,000 are offered.