Senior Private Client Manager - Wealth & Relationship Growth

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

Benefits offered by this job

Access to paid time off

Industry-leading benefits

Incentive plan based on performance

Job summary

Bank of America in Miami is looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing the client management process. The ideal candidate will have over 7 years of experience managing high-net-worth clients, with expertise in investment products and a strong ability to build partnerships.

This role offers an annual salary range of $110,000 - $215,000, depending on qualifications, and is eligible for a formulaic incentive plan and industry-leading benefits.

Qualifications

• 7+ years of successful experience in managing relationships with high-net-worth clients.
• Strong interpersonal and influence/partnership skills.
• Series 7, 63 and 65 (or Series 7 and 66), or willingness to obtain licenses.

Responsibilities

• Drive inflows of new business across all product lines.
• Lead complex investment opportunities.
• Mentor Private Client Managers on client relationships.

Skills

Client Management

Relationship Building

Analytical Thinking

Financial Analysis

Risk Management

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

MBA or Post-Graduate Degree

Job description

Bank of America in Miami is looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing the client management process. The ideal candidate will have over 7 years of experience managing high-net-worth clients, with expertise in investment products and a strong ability to build partnerships.

This role offers an annual salary range of $110,000 - $215,000, depending on qualifications, and is eligible for a formulaic incentive plan and industry-leading benefits.