Senior Private Client Advisor — Wealth Solutions

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

Job summary

Bank of America in the United States seeks a senior private banking professional to acquire and deepen client relationships, delivering a branded client experience and leveraging the Private Bank platform to meet complex wealth needs.

You will lead the client management process, partner across the enterprise, and ensure retention while targeting high-net-worth clients with investable assets. Licensing requirements may apply, with strong negotiation and relationship-building skills valued.

Qualifications

• 12+ years of private banking or equivalent financial services experience
• Target high-net-worth clients with $3MM+ investable assets
• Series 7, 63 and 65 (or 7 and 66) licenses required (may obtain within 90 days)

Responsibilities

• Lead the Client Process Management within the client team to identify new business development opportunities
• Sources new clients aligned with the bank’s risk appetite
• Leads the client team to deliver a Branded Client Experience with integrated wealth solutions
• Understand clients’ wealth needs and adapt strategies accordingly
• Act as trusted advisor with comprehensive recommendations across wealth structuring, credit, banking, and asset management
• Encourage use of digital capabilities to enhance client experience
• Build relationships with internal/external partners

Skills

Business Development

Client Management

Wealth Planning

Analytical Thinking

Oral Communications

Attention to Detail

Relationship Building

Negotiation

Risk Management

Decision Making

Proactive Sales

Collaboration

Lead Generation

Education

High School Diploma / GED / Secondary School or equivalent

MBA or Post-Graduate Degree preferred

Job description

Bank of America in the United States seeks a senior private banking professional to acquire and deepen client relationships, delivering a branded client experience and leveraging the Private Bank platform to meet complex wealth needs.

You will lead the client management process, partner across the enterprise, and ensure retention while targeting high-net-worth clients with investable assets. Licensing requirements may apply, with strong negotiation and relationship-building skills valued.