Senior Private Client Advisor

Posted yesterday

georgia society of cpasOrlando (FL)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Bank of America is seeking a senior private banking professional to acquire new clients, deepen relationships, and leverage a broad range of bank capabilities to meet client needs. The role emphasizes leading client process management, delivering a branded client experience, and ensuring retention of high-net-worth clients. Ideal candidates bring extensive private banking experience, a strong sales and advisory background, and the ability to collaborate with specialists to provide holistic

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.