Private Client Advisor II
94-1687665 Bank of America, National AssociationFlorida, United States
Posted March 27, 2026
Full Time
About the Company
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Job Description
Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. The Private Client Advisor II will lead the Client Management Process and partner across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.
Requirements
- Lead the Client Process Management Process within the client team
- Source new clients in alignment with the bank's established risk appetite
- Develop an in-depth understanding of clients' needs, preferences, and overall wealth strategy
- Advocate for clients and prospects as their trusted advisor
- Encourage use and adoption of digital capabilities to enhance the client and client team experience
- Build relationships with internal and external partners and centers of influence
Benefits
- Benefits not specified
