Bank of America

Private Wealth Client Associate

Bank of America

Atlanta, GA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Bank of America, our Private Wealth Client Associates are the face of our company, providing exceptional customer service and guidance to our private wealth clients. We are looking for experienced and highly motivated individuals who are passionate about delivering exceptional service and have the requisite qualifications to succeed in this role. The ideal candidate is knowledgeable in the private wealth sector and has a strong understanding of financial products and services.This position requires strong interpersonal, organizational, and communication skills. The successful candidate will possess the ability to build relationships with clients and demonstrate an understanding of their unique needs. They should also be able to identify opportunities to enhance the client experience and provide solutions to their challenges. The ability to thrive in a fast-paced environment and work efficiently with minimal supervision is a must.We invite you to join our team and help our private wealth clients achieve their financial goals.

Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications
  • Bachelor's Degree In Finance

  • Knowledge Of Banking Products And Services

  • Excellent Communication And Interpersonal Skills

  • Accounting Or Related Field

  • Proficient In Microsoft Office Suite

  • Strong Customer Service And Problem-Solving Skills

  • Knowledge Of Financial Markets

  • Understanding Of Financial Planning And Wealth Management

  • Ability To Build And Manage Client Relationships

Required Skills
  • Risk Management

  • Financial Analysis

  • Research

  • Data Analysis

  • Communication

  • Time Management

  • Problem Solving

  • Negotiation

  • Portfolio Management

  • Teamwork

  • Regulatory compliance

  • Client Relations

  • Negotiating skills

  • Regulatory Knowledge

  • Investment Strategies

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Private Wealth Client Associate in Atlanta, GA, USA is $43,000 to $93,000. This range may vary depending on factors such as the employer, experience, and job responsibilities.

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 BeforeJune 21st, 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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