Senior Private Client Advisor — Wealth & Relationship Lead

Bank of America Corporation; Las Vegas (NV); Presencial; USD 100.000 - 275.000; Tempo integral

Benefícios oferecidos por esta vaga

Industry-leading benefits

Incentive opportunities

Resumo da vaga

Bank of America Corporation seeks a highly experienced private banking professional in Las Vegas to lead client management, deepen relationships, and drive strategic growth. You will coordinate cross-functional teams to offer the full Private Bank capabilities and wealth services, while maintaining strong adherence to regulatory requirements.

The role emphasizes high-touch client service, leadership within the team, and proactive engagement to grow assets and share of wallet.

Qualificações

• 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.

Responsabilidades

• 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.
• Encourages use and adoption of digital capabilities to enhance the client experience.
• Builds relationships with internal and external partners and centers of influence.

Conhecimentos

Business Development

Client Management

Wealth Planning

Relationship Building

Negotiation

Formação

MBA or Post-Graduate Degree

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

Descrição da vaga

Bank of America Corporation seeks a highly experienced private banking professional in Las Vegas to lead client management, deepen relationships, and drive strategic growth. You will coordinate cross-functional teams to offer the full Private Bank capabilities and wealth services, while maintaining strong adherence to regulatory requirements.

The role emphasizes high-touch client service, leadership within the team, and proactive engagement to grow assets and share of wallet.