Senior Private Client Manager – Wealth Growth & Relationships

Bank of America; Little Rock (AR); On-site; USD 100,000 - 180,000; Full time

Job summary

Bank of America is recruiting for a senior Private Bank client relationship role in the United States. The position focuses on expanding client relationships, advising on financial needs, and delivering a Branded Client Experience across product lines.

The candidate should bring seven-plus years in high-net-worth client relationships, strong teamwork, and deep knowledge of banking, credit, and wealth transfer. Licensing requirements via the SAFE Act are noted in the job description.

Qualifications

• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days.
• 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
• Excellent ability to work in a team environment
• Strong interpersonal and influence / partnership skills
• Significant knowledge of banking and credit: investments, trust and wealth transfer

Responsibilities

• Drives inflows of new business across all product lines into existing book of business
• Leads complex credit opportunities, including structured credit deals
• Grows book balances and Year over Year revenue
• Partners with and mentors Private Client Managers on more complex products and client relationships
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities
• Encourages use and adoption of digital capabilities to enhance the client experience

Skills

Client Management

Client Solutions Advisory

Loan Structuring

Relationship Building

Risk Management

Active Listening

Analytical Thinking

Oral Communications

Referral Management

Underwriting

Account Management

Attention to Detail

Collaboration

Decision Making

Financial Analysis

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is recruiting for a senior Private Bank client relationship role in the United States. The position focuses on expanding client relationships, advising on financial needs, and delivering a Branded Client Experience across product lines.

The candidate should bring seven-plus years in high-net-worth client relationships, strong teamwork, and deep knowledge of banking, credit, and wealth transfer. Licensing requirements via the SAFE Act are noted in the job description.