Senior Private Client Advisor — Wealth & Growth

ghr; Forest Hills (KY); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America is seeking a seasoned private banking professional to acquire and deepen client relationships, and to lead cross-functional teams in delivering a Branded Client Experience with access to full Private Bank capabilities.

You will manage complex wealth needs, collaborate with partners, and advocate for clients with strategic recommendations in wealth planning, lending and asset management. A high-touch, client-focused leader with strong negotiation skills is essential.

Qualifications

• 12+ years of private banking or complex financial services experience or equivalent
• Series 7, 63 and 65 (or Series 7 and 66) licenses required (may obtain after start)

Responsibilities

• Lead Client Process Management within the client team to identify new business opportunities
• Sources new clients in line with bank risk appetite
• Lead the team to deliver a Branded Client Experience and integrated wealth solutions
• Understand clients’ wealth needs and adapt recommendations as markets change
• Advocate for clients as trusted advisors with wealth structuring, credit, banking and asset management
• Encourage use of digital tools to enhance client experiences
• Build 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

Job description

Bank of America is seeking a seasoned private banking professional to acquire and deepen client relationships, and to lead cross-functional teams in delivering a Branded Client Experience with access to full Private Bank capabilities.

You will manage complex wealth needs, collaborate with partners, and advocate for clients with strategic recommendations in wealth planning, lending and asset management. A high-touch, client-focused leader with strong negotiation skills is essential.