
Private Wealth Client Associate
Our Private Wealth Client Associates at Bank of America are the bedrock of our client service and relationship management. We are looking for a dedicated, customer-focused professional to join our team and provide an exceptional client experience. The ideal candidate has a passion for helping people and will be able to provide comprehensive and tailored advice to our clients.The successful candidate will possess a comprehensive understanding of the banking and financial services industry and have a strong commitment to delivering a superior client experience. They will be able to work collaboratively with both internal teams and clients, and have excellent communication, problem-solving and organizational skills.We are looking for an individual with a minimum of 5 years of experience in banking or financial services, as well as a Bachelor’s degree in finance, accounting, or a related field. A CFP, CFA, or other financial designations are preferred but not required. The ability to work in a fast-paced environment and maintain high standards of professionalism and confidentiality are also essential.
Ability To Build Relationships With Clients
Bachelor's Degree In Finance Or Related Field
Excellent Communication Skills
Ability To Multi-Task
Understanding Of Banking Products
Knowledge Of Financial Markets
Advanced Computer And Software Proficiency
Self-Motivated And Organized
Risk Management
Financial Planning
Data Analysis
Communication
Record keeping
Portfolio Management
Regulatory compliance
Asset management
Client Relations
Client Services
Estate Planning
Investment Analysis
Banking operations
Tax Planning
Wealth Preservation
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organization
self-motivation
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Private Wealth Client Associate in Detroit, MI, USA is $45,000 to $65,000 per year. This range is based on the experience level and qualifications of the applicant. The salary range may also vary depending on the size of the firm and the industry they are working in.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started
