Bank of America

Private Wealth Client Associate

Bank of America

Detroit, MI, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at Detroit, MI, USA
Job Qualifications
  • 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

Required Skills
  • 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

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • self-motivation

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

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 BeforeMay 10th, 2026
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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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