Senior Private Wealth Advisor & Relationship Leader

Bank of America; United States; Vor Ort; USD 110.000 - 215.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Zusammenfassung

Bank of America is seeking a Private Client Advisor to expand client relationships by deepening existing connections and advising on a full range of Private Bank capabilities. You will collaborate with internal partners to deliver a Branded Client Experience and manage residential mortgage loan considerations under SAFE Act requirements.

The role emphasizes driving new business across product lines, mentoring Private Client Managers, and leveraging digital tools to enhance client satisfaction.

Qualifikationen

• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days after start
• 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services experience
• Excellent ability to work in a team environment
• Strong interpersonal and influence/partnership skills
• Significant knowledge of banking and investments: general understanding of investments, trust and wealth transfer

Aufgaben

• Drives inflows of new business across all product lines with a strong emphasis on Investment Products
• Leads complex investment opportunities
• Grows book balances and year-over-year revenue
• Partners with and mentors Private Client Managers on more complex products and client relationships
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities and delivering Branded Client Experience to support client satisfaction
• Encourages use and adoption of digital capabilities to enhance the client experience
• Builds relationships with internal and external partners and centers of influence

Kenntnisse

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

Ausbildung

High School Diploma

Jobbeschreibung

Bank of America is seeking a Private Client Advisor to expand client relationships by deepening existing connections and advising on a full range of Private Bank capabilities. You will collaborate with internal partners to deliver a Branded Client Experience and manage residential mortgage loan considerations under SAFE Act requirements.

The role emphasizes driving new business across product lines, mentoring Private Client Managers, and leveraging digital tools to enhance client satisfaction.