Senior Private Client Advisor | Wealth Management Leader

ghr

Palo Alto (CA)

On-site

USD 100,000 - 275,000

Full time

4 days ago

Be an early applicant

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

Bank of America seeks an accomplished private banking professional to lead client management and drive growth in a complex wealth-management environment. You will coordinate across the enterprise to deliver a Branded Client Experience, serving clients with tailored wealth strategies and integrated advisory solutions.

You will manage senior client relationships, identify opportunities, and work with partners to deliver holistic financial services, including credit facilities, wealth planning, and

Qualifications

MBA or Post-Graduate Degree is a significant plus.
Advanced financial services knowledge and client advisory experience.
Licensing in Series 7/63/65 or 7/66 is required or obtainable within 90 days.

Responsibilities

Lead the Client Management Process and coordinate across the enterprise to provide a Branded Client Experience.
Develop in-depth understanding of client needs and wealth strategy to tailor integrated solutions.
Identify and pursue new business opportunities with high-net-worth clients and centers of influence.

Skills

Business Development

Client Management

Wealth Planning

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Attention to Detail

Decision Making

Loan Structuring

Education

MBA or Post-Graduate Degree

High School Diploma / GED

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

Job description

You will manage senior client relationships, identify opportunities, and work with partners to deliver holistic financial services, including credit facilities, wealth planning, and

Get your free, confidential resume review.

or drag and drop your file here.