
Private Wealth Client Associate
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.
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
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
Communication
Conflict Resolution
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
self-motivation
Teamwork
Adaptability
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.
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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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