Senior Private Client & Wealth Advisor

Bank of America Corporation; Reno (NV); Sur place; USD 100 000 - 275 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Incentive plan eligibility

Résumé du poste

Bank of America is seeking a Senior Private Banker to acquire and deepen client relationships in Nevada, serving high-net-worth individuals with a full suite of Private Bank services.

Lead client process management, provide integrated wealth solutions, and collaborate with partners across the enterprise to deliver a Branded Client Experience. Requires Series 7/63/65 and 12+ years in private banking; MBA or similar is a plus.

Qualifications

• Series 7/63/65 licenses required; unlicensed candidates may be considered if willing to obtain licenses within 90 days
• 12+ years of private banking or equivalent financial services experience
• Ability to drive new business development for target client segments ($3MM+ investable assets)
• Ability to present holistic recommendations leveraging the Private Bank platform
• Strong client-focused, high-touch service and negotiation skills

Responsabilités

• Lead the Client Process Management within the client team to identify new business development opportunities
• Source new clients aligned with the bank's risk appetite
• Lead the team to deliver a Branded Client Experience
• Understand clients' wealth needs and adapt strategy as markets change
• Provide integrated wealth structuring, credit, banking, and asset management recommendations
• Encourage use of digital capabilities to enhance client experience
• Build relationships with internal and external partners and centers of influence

Connaissances

Series 7/63/65 licenses

Private banking experience

New business development

Holistic client recommendations

Negotiation skills

Interpersonal skills

Team leadership

Formation

High School Diploma / GED

MBA or Post-Graduate Degree (desired)

Outils

Financial planning software

Description du poste

Bank of America is seeking a Senior Private Banker to acquire and deepen client relationships in Nevada, serving high-net-worth individuals with a full suite of Private Bank services.

Lead client process management, provide integrated wealth solutions, and collaborate with partners across the enterprise to deliver a Branded Client Experience. Requires Series 7/63/65 and 12+ years in private banking; MBA or similar is a plus.