Senior Private Client Manager - Wealth & Relationship Growth

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan eligibility

Job summary

Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients.

Applicants should have a minimum of 7 years of experience, along with relevant licenses such as Series 7 and 63. The compensation range for this position is between $110,000 and $215,000 annually, based on experience and qualifications.

Qualifications

• 7+ years of successful experience with high‑net‑worth clients or equivalent experience.
• Strong interpersonal and influence/partnership skills.
• Significant knowledge of banking and investment principles.

Responsibilities

• Drive inflows of new business across all product lines.
• Act as Chief Operating Officer for the client team.
• Mentor Private Client Managers on complex products.

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

Job description

Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients.

Applicants should have a minimum of 7 years of experience, along with relevant licenses such as Series 7 and 63. The compensation range for this position is between $110,000 and $215,000 annually, based on experience and qualifications.