
Private Client Advisor
At Bank of America, our Private Client Advisors are responsible for providing extraordinary service to our clients and helping them to achieve their financial goals. We are looking for an experienced, enthusiastic team member to join our team, who is passionate about building meaningful relationships with clients and providing an outstanding customer experience.The ideal candidate will have a minimum of three years' experience in a financial services environment, including knowledge of banking and investment products, services, and regulations. They will be able to demonstrate an understanding of the complexities of managing wealth, and have a commitment to providing the highest level of service. The successful applicant will have excellent interpersonal and communication skills, a positive attitude, and the ability to think and act independently. They should be highly organized, analytical, and detail-oriented, and have the ability to multi-task and prioritize effectively. Above all, they will be committed to delivering the highest level of service and be passionate about helping our clients achieve their financial goals.
Economics
Or Related Field
Bachelor's Degree In Business
Strong Interpersonal And Communication Skills
Ability To Work Independently And As Part Of A Team
Ability To Develop And Maintain Relationships
Proven Sales And Customer Service Experience
Ability To Prioritize And Manage Multiple Tasks
Understanding Of Financial Markets And Investment Products
Knowledge Of Regulatory Compliance
Financial Reporting
Strategic Planning
Financial Planning
Account Management
Problem Solving
Negotiation
Analytical Thinking
Credit Analysis
Portfolio Management
Risk assessment
Transaction processing
Regulatory compliance
Client Relations
wealth management
Investment Strategies
Communication
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Organization
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Private Client Advisor in Miami, FL, USA is between $50,000 and $80,000 per year. This range varies depending on the individual’s experience, qualifications, and company. Other factors that could affect the salary range include the size of the client base, the complexity of the services being provided, and the growth potential of the position.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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