Senior Private Client Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

A leading financial institution in Seattle seeks a seasoned professional for client management. The role focuses on acquiring new clients and deepening relationships through tailored solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal skills, and an ability to drive business development. This position offers a competitive salary range of $100,000 to $275,000 annually, plus incentives. Benefits include paid time off and support for employee wellness.

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience.
• Ability to drive new business development for target client segment ($3MM++ investable assets).
• Must be a skilled negotiator.

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.
• Encourages use and adoption of digital capabilities to enhance the client and client team 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 in Seattle seeks a seasoned professional for client management. The role focuses on acquiring new clients and deepening relationships through tailored solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal skills, and an ability to drive business development. This position offers a competitive salary range of $100,000 to $275,000 annually, plus incentives. Benefits include paid time off and support for employee wellness.