Senior Private Client Advisor — Wealth Strategy & Growth

Talentify; Paramus (NJ); On-site; USD 100,000 - 275,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America seeks an experienced private banking leader to acquire and deepen client relationships, delivering a Branded Client Experience with access to full Private Bank capabilities. You will manage an internal network to meet client needs, drive business development, and ensure retention while navigating SAFE Act requirements.

The role requires extensive client-facing skills, high integrity, and a track record of closing opportunities.

Qualifications

• 12+ years in private banking or complex financial services (or equivalent).
• Holistic client approach leveraging Private Bank platform.
• High-touch, client-focused with strong interpersonal skills.
• Proactive in client engagement and closing opportunities.
• Solutions-oriented with strong sales and financial aptitude.
• Skilled negotiator and team collaboration.

Responsibilities

• Lead the Client Process Management within the client team to identify growth opportunities.
• Source new clients aligned with the bank's risk appetite.
• Lead the team to deliver a Branded Client Experience.
• Develop deep understanding of clients' wealth needs and adapt to changes.
• Act as trusted advisor with integrated wealth, credit, banking, and asset management advice.
• Encourage use of digital capabilities to enhance client experiences.
• Build relationships with internal and external partners and centers of influence.

Skills

Private banking

Financial services

Relationship building

Sales oriented

Negotiation

Client management

Leadership

Education

High School Diploma or equivalent

Tools

Series 7/63/65 licenses

Job description

Bank of America seeks an experienced private banking leader to acquire and deepen client relationships, delivering a Branded Client Experience with access to full Private Bank capabilities. You will manage an internal network to meet client needs, drive business development, and ensure retention while navigating SAFE Act requirements.

The role requires extensive client-facing skills, high integrity, and a track record of closing opportunities.