Bank of America

Private Client Advisor

Bank of America

Detroit, MI, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Bank of America, we are looking for an experienced and personable Private Client Advisor to join our team. The ideal candidate will have a deep understanding of the financial markets, a strong customer service orientation, and the ability to quickly build successful relationships with clients.The Private Client Advisor will be responsible for providing a range of financial services to high-net-worth individuals and families. This will include helping clients achieve their financial goals and objectives, providing advice on a range of products and services, and ensuring a high level of customer service.To be successful in this role, the Private Client Advisor must have a minimum of 5 years of experience in the financial industry, a track record of success in sales and client service, and excellent written and verbal communication skills. The ideal candidate will have a strong interest in the financial markets and a passion for helping customers achieve their financial goals. The successful candidate will also have the ability to think strategically, a strong understanding of financial products, and the ability to quickly develop trusting relationships with clients.

Where is this job?
This job is located at Detroit, MI, USA
Job Qualifications
  • Understanding Of Financial Markets

  • Knowledge Of Banking Products And Services

  • Strong Financial Acumen

  • Bachelor's Degree In Finance Or Related Field

  • Ability To Multi-Task

  • Excellent Interpersonal And Communication Skills

  • Ability To Explain Complex Financial Concepts To Clients

  • Proficient In Ms Office

Required Skills
  • Risk Management

  • Banking

  • Financial Planning

  • Networking

  • Sales

  • Problem Solving

  • customer service

  • Relationship Building

  • Credit Analysis

  • Compliance

  • Money management

  • Investing

  • Negotiating

  • Analyzing

  • Document Preparation

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Work ethic

  • creativity

  • Organization

  • collaboration

  • Adaptability

  • Empathy

Compensation

According to JobzMall, the average salary range for a Private Client Advisor in Detroit, MI, USA is between $50,000 and $90,000 per year. This range may vary depending on the company, the candidate's experience, and other factors.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 6th, 2023
Apply BeforeApril 11th, 2026
This job posting is from a verified source. 
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About Bank of America

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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