Senior Private Wealth Advisor

94-1687665 Bank of America, National Association; Princeton (KY); On-site; USD 100,000 - 275,000; Full time

Job summary

Bank of America is seeking a seasoned private banking professional to acquire and deepen client relationships, coordinating across the enterprise to deliver a Branded Client Experience and access to private bank capabilities.

The role emphasizes leadership in client process management, proactive engagement with high-net-worth clients, and collaboration with specialists to meet wealth and credit needs.

Qualifications

• 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience.
• Present to clients a holistic approach, leveraging the entire Private Bank platform.
• A high touch, client-focused individual with exceptional interpersonal skills.

Responsibilities

• Leads the client process management to identify new business opportunities.
• Sources new clients in alignment with the bank’s risk appetite.
• Delivers meaningful interactions and a Branded Client Experience.
• Develops an in-depth understanding of clients’ needs and wealth strategy.
• Advocates for clients with integrated wealth and banking solutions.
• Encourages use and adoption of digital capabilities to enhance client interactions.
• Builds relationships with internal and external partners and centers of influence.

Skills

Business Development

Client Management

Client Solutions Advisory

Prospecting

Wealth Planning

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Active Listening

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a seasoned private banking professional to acquire and deepen client relationships, coordinating across the enterprise to deliver a Branded Client Experience and access to private bank capabilities.

The role emphasizes leadership in client process management, proactive engagement with high-net-worth clients, and collaboration with specialists to meet wealth and credit needs.