Senior Private Client Advisor

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

Job summary

Bank of America in the United States is seeking a senior Private Bank leader to acquire new clients, deepen relationships, and coordinate across the enterprise to offer the Branded Client Experience with access to the full Private Bank capabilities.

This role emphasizes retention, advisory across wealth, credit, banking, and asset management, with a focus on high-net-worth clients; requires leadership, strong negotiation, and ability to drive business amid evolving markets.

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
• Ability to drive new business development for target client segment ($3MM++ investable assets)

Responsibilities

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• Encourages use and adoption of digital capabilities to enhance the client and client team experience
• Builds relationships with internal and external partners and centers of influence

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

Bank of America in the United States is seeking a senior Private Bank leader to acquire new clients, deepen relationships, and coordinate across the enterprise to offer the Branded Client Experience with access to the full Private Bank capabilities.

This role emphasizes retention, advisory across wealth, credit, banking, and asset management, with a focus on high-net-worth clients; requires leadership, strong negotiation, and ability to drive business amid evolving markets.