Senior Private Client Advisor - Wealth Strategy

Bank of America; San Diego (CA); On-site; USD 200,000 - 320,000; Full time

Job summary

Bank of America is seeking a senior Private Banker to acquire and deepen client relationships, delivering a Branded Client Experience across the Private Bank. You will partner across the enterprise, understand client wealth strategies, and provide integrated recommendations including lending, banking and asset management services.

You will lead with a high-touch, client-focused approach, cultivate new business, and align with risk appetite while leveraging digital tools to enhance engagement and

Qualifications

• Series 7/63/65 (or 7/66) securities licenses, or willingness to obtain within 90 days.
• 12+ years in private banking or equivalent financial services experience.
• Ability to drive new business development for target client segment ($3MM+ investable assets).
• Ability to present holistic private banking solutions leveraging the platform.
• High touch, client-focused professional with strong interpersonal skills.
• Leadership in client engagement and cross-team collaboration.
• Strong negotiation and sales aptitude; solutions-oriented mindset.

Responsibilities

• Lead the Client Process Management within the client team for new business opportunities.
• Source new clients in line with bank risk appetite.
• Lead the team to deliver a Branded Client Experience.
• Develop deep understanding of clients' wealth needs and adapt to changes.
• Advise clients with integrated wealth structuring, credit, banking, and asset management.
• Encourage use of digital capabilities to enhance experiences.
• Build relationships with internal and external partners and centers of influence.

Skills

Business Development

Client Management

Client Solutions Advisory

Prospecting

Wealth Planning

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Active Listening

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

High School Diploma / GED / Secondary School or equivalent

MBA

CFP

CPA

CFA

CTFA

CFM

JD

Job description

Bank of America is seeking a senior Private Banker to acquire and deepen client relationships, delivering a Branded Client Experience across the Private Bank. You will partner across the enterprise, understand client wealth strategies, and provide integrated recommendations including lending, banking and asset management services.

You will lead with a high-touch, client-focused approach, cultivate new business, and align with risk appetite while leveraging digital tools to enhance engagement and