Senior Private Client Advisor
georgia society of cpasOrlando, FL
Senior Private Client Advisor
georgia society of cpasOrlando, FL
yesterday
Occupations
Personal Financial AdvisorsNew Accounts ClerksSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceCommercial BankingSavings Institutions and Other Depository Credit IntermediationAbout 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
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JOB OVERVIEW
Experience level
Senior
Location
Orlando, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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