
Private Client Advisor
As a Private Client Advisor at Bank of America, you will be part of a team providing comprehensive financial services to our most valued customers. Working in a fast-paced, customer-focused environment, you will have the opportunity to use your expertise and knowledge to develop relationships, understand client goals, and provide tailored advice to help them reach their financial objectives.We are looking for an individual with strong interpersonal, customer service and sales skills. You should be highly organized, have a passion for helping people, and be able to provide solutions tailored to each individual’s needs. To be successful, you will need to demonstrate the ability to build relationships with clients, identify and satisfy their needs, and provide advice on the financial products and services that will best meet their needs. The ideal candidate will have a bachelor’s degree in finance, accounting or a related field, have at least 3-5 years of banking experience, and have a good understanding of the products and services offered by Bank of America.
Understanding Of Financial Markets
Ability To Build Relationships With Clients
Strong Interpersonal Skills
Excellent Communication Skills
Ability To Identify Customer Needs
Professionalism
Knowledge Of Investment Strategies
Proven Track Record For Meeting Sales Goals
Consulting
Networking
Communication
Sales
Negotiation
Problem-Solving
Customer-Service
Relationship-Building
Data-Analysis
Risk-Management
Financial-Planning
Regulatory-Compliance
Portfolio-Management
Investment-Planning
Wealth-Management
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Teamwork
collaboration
Adaptability
According to JobzMall, the average salary range for a Private Client Advisor in San Antonio, TX, USA is between $47,000 and $130,000. The salary range can vary based on experience, job title, industry, company size, and other factors.
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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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