
Private Wealth Client Associate
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.
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
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
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
Adaptability
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.
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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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