Bank of America

Private Wealth Client Associate

Bank of America

Key West, Florida 33040, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Bank of America, our Private Wealth Client Associate is a key member of our Private Wealth Management team, providing expert advice and support to our high-net-worth clients. We are looking for an organized, detail-oriented professional who is passionate about delivering exceptional service and advice. This position requires an individual who is highly motivated, able to think critically and analytically, and has the ability to prioritize and manage multiple tasks efficiently.To be successful in this role, you must have a minimum of two years of experience in private wealth management, along with a Bachelor’s degree in Finance, Business Administration or related field. You should possess excellent communication and interpersonal skills, and have the ability to build and maintain strong client relationships. An understanding of industry trends and regulations is also necessary.If you have the qualifications and the enthusiasm to join our team, we look forward to hearing from you.

Where is this job?
This job is located at Key West, Florida 33040, USA
Job Qualifications
  • Strong Communication Skills

  • Excellent Customer Service Skills

  • Knowledge Of Banking Products And Services

  • Ability To Work Independently

  • Problem Solving Skills

  • Attention To Detail

  • Knowledge Of Financial Services

  • Sound Financial Analysis Skills

Required Skills
  • Risk Management

  • Financial Analysis

  • Research

  • Project Management

  • Data Analysis

  • Account Management

  • Communication

  • Problem Solving

  • Negotiation

  • Regulatory compliance

  • Client Relations

  • Wealth planning

  • Tax Planning

  • Investment Strategies

  • Portfolio Construction

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Private Wealth Client Associate in Key West, Florida 33040, USA is $50,000 to $60,000 per year. This range may vary depending on the experience, qualifications, and job duties of the individual applicant.

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 BeforeSeptember 18th, 2025
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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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