Senior Private Client Advisor - Wealth Growth & Strategy

Bank of America; Palo Alto (CA); On-site; USD 180,000 - 350,000; Full time

Job summary

Bank of America is seeking an experienced private banking professional in the United States to lead client management and business development for high-net-worth clients. You will partner across the enterprise to deliver a Branded Client Experience, spanning wealth planning, credit facilities, banking, and asset management.

You will manage end-to-end client relationships with a focus on growth, risk management, and holistic financial solutions, while leveraging digital tools to enhance client

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).
• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform.
• High touch, client‑focused individual with exceptional interpersonal skills.
• Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client.
• Ability to influence; proactively asks for and closes business; Solutions oriented; sales and financial aptitude a must.
• Must be a skilled negotiator.
• Ability to work with and identify the need for team specialists; collaborate closely with other team members.
• Takes on a leadership role on the team and within the business community.

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.
• 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

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Job description

Bank of America is seeking an experienced private banking professional in the United States to lead client management and business development for high-net-worth clients. You will partner across the enterprise to deliver a Branded Client Experience, spanning wealth planning, credit facilities, banking, and asset management.

You will manage end-to-end client relationships with a focus on growth, risk management, and holistic financial solutions, while leveraging digital tools to enhance client