Senior Private Client Advisor — Wealth Strategy & Growth

ghr; San Diego (CA); On-site; USD 100,000 - 275,000; Full time

Job summary

Bank of America in San Diego is seeking an experienced Private Banking professional to acquire and deepen client relationships, coordinating across the enterprise to deliver a Branded Client Experience and access to the full range of Private Bank capabilities.

The role emphasizes understanding clients’ wealth needs, offering holistic solutions, and engaging with internal partners to grow the book of business while maintaining regulatory compliance.

Qualifications

• 12+ years of private banking or equivalent financial services experience.
• Ability to drive new business development for target client segment ($3MM+ investable assets).
• Strong negotiation and leadership skills with a client-centric focus.

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 strategy
• Advocates for clients as trusted advisor with integrated recommendations across wealth, credit, banking, and asset management
• Encourages use of digital capabilities to enhance experience
• Builds relationships with internal and external partners

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

MBA

Post-Graduate Degree

CFP

CPA

CFA

CTFA

CFM

JD

Job description

Bank of America in San Diego is seeking an experienced Private Banking professional to acquire and deepen client relationships, coordinating across the enterprise to deliver a Branded Client Experience and access to the full range of Private Bank capabilities.

The role emphasizes understanding clients’ wealth needs, offering holistic solutions, and engaging with internal partners to grow the book of business while maintaining regulatory compliance.