Senior Private Wealth Advisor

Bank of America; Town of Florida (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Bank of America is seeking a senior Private Bank professional to lead client management and deliver holistic wealth solutions to high-net-worth clients. This role requires deep experience in private banking, a strong network, and a strategic mindset to coordinate across the Private Bank platform.

You will drive business development, partner with enterprise teams, and guide the client team to deliver an exceptional Branded Client Experience while navigating complex wealth needs.

Qualifications

• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.
• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience.
• Ability to drive new business development for target client segment ($3MM++ investable assets).
• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform.
• High touch, client-focused individual with exceptional interpersonal skills.

Responsibilities

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• Encourages use and adoption of digital capabilities to enhance the client and client team experience
• Builds relationships with internal and external partners and centers of influence

Skills

Business Development

Client Management

Wealth Planning

Prospecting

Analytical Thinking

Oral Communication

Relationship Building

Negotiation

Sales

Risk Management

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

High School Diploma

MBA

Job description

Bank of America is seeking a senior Private Bank professional to lead client management and deliver holistic wealth solutions to high-net-worth clients. This role requires deep experience in private banking, a strong network, and a strategic mindset to coordinate across the Private Bank platform.

You will drive business development, partner with enterprise teams, and guide the client team to deliver an exceptional Branded Client Experience while navigating complex wealth needs.