Senior Private Client Advisor – Wealth & Strategy

Bank of America; San Antonio (TX); On-site; USD 180,000 - 260,000; Full time

Job summary

Bank of America is seeking a senior Private Banking professional in San Antonio to lead client management, deepen client relationships, and coordinate across the enterprise to deliver a Branded Client Experience. The role focuses on acquiring new clients, serving high-net-worth individuals, and leveraging the bank’s capabilities to meet complex client needs.

The candidate should bring 12+ years in private banking or related financial services, hold Series licenses or be willing to obtain them,

Qualifications

• 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
• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
• 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

Wealth Planning

Relationship Building

Analytical Thinking

Oral Communications

Risk Management

Decision Making

Loan Structuring

Prospecting

Education

MBA or Post-Graduate Degree

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

High School Diploma / GED

Job description

Bank of America is seeking a senior Private Banking professional in San Antonio to lead client management, deepen client relationships, and coordinate across the enterprise to deliver a Branded Client Experience. The role focuses on acquiring new clients, serving high-net-worth individuals, and leveraging the bank’s capabilities to meet complex client needs.

The candidate should bring 12+ years in private banking or related financial services, hold Series licenses or be willing to obtain them,