Bank of America

Private Wealth Client Associate

Bank of America

Eden Prairie, MN, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a forward-thinking, highly motivated professional with experience in the banking and private wealth management industries? Bank of America is looking for an experienced, detail-oriented Private Wealth Client Associate to join our dynamic team. Our ideal candidate will have the skills and experience necessary to provide exceptional client service, maintain accurate records, and help facilitate the management of client assets. If you have a passion for helping clients achieve their financial goals, we invite you to apply.To be successful in this role, you will need a minimum of three years of experience in private wealth management. You must also have an in-depth understanding of investment products and services, banking regulations, and compliance requirements. Strong analytical, problem-solving, and communication skills are also essential. The ability to work well in a collaborative environment and manage multiple tasks with tight deadlines is a must.If you are looking for a rewarding career with a global organization, Bank of America is the place for you. We offer competitive compensation and excellent benefits, as well as a positive work environment where everyone is valued, respected, and encouraged to reach their potential.

Where is this job?
This job is located at Eden Prairie, MN, USA
Job Qualifications
  • Strong Communication Skills

  • Excellent Customer Service Skills

  • Ability To Build Relationships With Clients

  • Knowledge Of Financial Products And Services

  • Proficiency In Microsoft Office Suite

  • Bachelor's Degree In Finance Or Related Field

  • Highly Organized

  • Detail-Oriented

Required Skills
  • Risk Management

  • Financial Analysis

  • Business Development

  • Negotiation

  • Client Service

  • Relationship Building

  • Portfolio Management

  • Regulatory compliance

  • Asset allocation

  • Wealth planning

  • Tax Planning

  • Investment Research

  • Client Retention

  • Investment Strategies

  • Investment Advice

Soft Skills
  • Communication

  • Decision Making

  • Leadership

  • 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 Eden Prairie, MN, USA is $42,000 - $64,000. The salary range may vary based on experience, qualifications, and the size and type of firm.

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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