Senior Private Client Advisor

CFA Institute; San Francisco (CA); On-site; USD 100,000 - 275,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

Paid time off

Job summary

Bank of America in San Francisco is seeking an experienced Private Banking professional to acquire and deepen client relationships, delivering a Branded Client Experience and access to full Private Bank capabilities. You will tailor wealth solutions, coordinate across teams, and manage client needs in a dynamic environment.

The role demands extensive private banking experience, strong communication and leadership, and the ability to drive new business with high-net-worth clients.

Qualifications

• Series 7, 63 and 65 (or Series 7 and 66) license requirements
• 12+ years of private banking and/or complex financial services experience or equivalent
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• Ability to present holistic client solutions leveraging the Private Bank platform
• High touch, client-focused interpersonal skills
• Leadership and proactive client engagement
• Strong negotiation and sales aptitude
• Collaborative with team specialists to meet client needs
• Ability to lead the team and community relationships

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 risk appetite
• Leads the client team to deliver a Branded Client Experience
• Develops an in-depth understanding of clients' needs and wealth strategy
• Provides integrated wealth recommendations including structuring, credit, banking, and asset management
• Encourages use of digital capabilities to enhance client interactions
• Builds relationships with internal and external partners and centers of influence

Job description

Bank of America in San Francisco is seeking an experienced Private Banking professional to acquire and deepen client relationships, delivering a Branded Client Experience and access to full Private Bank capabilities. You will tailor wealth solutions, coordinate across teams, and manage client needs in a dynamic environment.

The role demands extensive private banking experience, strong communication and leadership, and the ability to drive new business with high-net-worth clients.