Senior Private Client Advisor & Wealth Strategist

Bank of America; Austin (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

Bank of America is seeking a senior private banking professional to acquire new clients, deepen relationships, and build a branded client experience. You will lead the client management process and coordinate across the enterprise to deliver wealth structuring, credit facilities, banking, and asset management for high‑net‑worth clients with $3M+ investable assets.

This high‑touch role requires a proven track record in business development, exceptional interpersonal skills, and the ability to

Qualifications

• 12+ years of private banking or complex financial services experience, or equivalent bachelor degree.
• Proven ability to generate new business for target client segment ($3MM+ investable assets).
• Present to clients a holistic approach, leveraging the entire Private Bank platform.
• A high-touch, client-focused individual with exceptional interpersonal skills.
• A 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 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.
• Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date).

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, being responsive to changes in the business environment and/or with client needs.
• 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

Prospecting

Oral Communication

Investment products

Client team management

Influencing

Consulting

Problem solving

Advisory sales

Pipeline management

Active listening

Collaboration

Transitioning conversations

Education

Bachelor's degree or higher

MBA or Post-Graduate Degree preferred

Job description

Bank of America is seeking a senior private banking professional to acquire new clients, deepen relationships, and build a branded client experience. You will lead the client management process and coordinate across the enterprise to deliver wealth structuring, credit facilities, banking, and asset management for high‑net‑worth clients with $3M+ investable assets.

This high‑touch role requires a proven track record in business development, exceptional interpersonal skills, and the ability to