Senior Private Client Manager - Wealth & Relationship Growth

Bank of America; Boston (MA); On-site; USD 110,000 - 215,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Support resources

Job summary

Bank of America is seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within Boston, Massachusetts. The role entails driving new investment business and collaborating with internal teams to enhance client experience.

Qualified candidates will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be knowledgeable about banking and investments. Benefits include an incentive plan and industry-leading support resources.

Qualifications

• 7+ years of successful experience in managing relationships with high-net-worth clients.
• Excellent ability to work in a team environment.
• Significant knowledge of banking and investments.

Responsibilities

• Drive inflows of new business across all product lines.
• Lead complex investment opportunities.
• Grow book balances and revenue year over year.

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 seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within Boston, Massachusetts. The role entails driving new investment business and collaborating with internal teams to enhance client experience.

Qualified candidates will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be knowledgeable about banking and investments. Benefits include an incentive plan and industry-leading support resources.