Senior Private Client Advisor – Wealth Strategy & Growth
941687665 bank of america national associationGreenwich, CT
Senior Private Client Advisor – Wealth Strategy & Growth
941687665 bank of america national associationGreenwich, CT
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsPersonal Service Managers, All OtherIndustries
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment ActivitiesAbout the role
Bank of America in Greenwich, CT seeks a senior private banking professional to lead client process management and develop new business opportunities for high-net-worth clients. You will deliver a Branded Client Experience and coordinate with internal partners to meet wealth needs.
Key expectations include understanding client needs, advocating as a trusted advisor, and driving adoption of digital tools while maintaining strong relationships with centers of influence.
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JOB OVERVIEW
Experience level
Senior
Location
Greenwich, CT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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