Senior Private Client Advisor | Wealth Strategy & Growth

ghr; Atlanta (GA); On-site; USD 120,000 - 240,000; Full time

Job summary

Bank of America in Atlanta seeks a senior private banking professional to acquire new clients, deepen relationships, and coordinate across the enterprise to deliver a Branded Client Experience with full Private Bank capabilities.

You will lead client management processes, provide holistic wealth solutions, and advocate for clients as their trusted advisor while building a strong referral network and leveraging digital tools to enhance client engagement.

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
• 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

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 and wealth strategies; responsive to changes
• Advocates for clients and prospects as their trusted advisor with integrated wealth recommendations
• Encourages use of digital capabilities to enhance client and team experience
• Builds 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

Job description

Bank of America in Atlanta seeks a senior private banking professional to acquire new clients, deepen relationships, and coordinate across the enterprise to deliver a Branded Client Experience with full Private Bank capabilities.

You will lead client management processes, provide holistic wealth solutions, and advocate for clients as their trusted advisor while building a strong referral network and leveraging digital tools to enhance client engagement.