Bank of America

Private Wealth Client Associate

Bank of America

Wilmington, DE, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Bank of America, we are looking for a Private Wealth Client Associate to join our team and assist in providing exceptional service to our valued clients. Our ideal candidate will be a motivated individual with excellent interpersonal and communication skills, who can think critically and offer sound financial advice.The Private Wealth Client Associate is responsible for developing and maintaining relationships with high net worth clients, providing comprehensive financial advice and solutions, and ensuring the highest quality in customer service.To be successful in this role, you must have a Bachelor’s degree in finance, economics, or a related field, as well as at least three years of experience in a private wealth management setting. You must have an in-depth understanding of financial markets and investments, as well as a strong knowledge of banking regulations and policies. The right candidate will have excellent customer service skills, and the ability to think quickly and problem-solve in a fast-paced environment. If you have the qualifications and expertise to take on this role, we would love to hear from you.

Where is this job?
This job is located at Wilmington, DE, USA
Job Qualifications
  • Excellent Verbal And Written Communication Skills

  • Bachelor's Degree In Finance Or Related Field

  • Understanding Of Financial Markets And Products

  • Ability To Manage Multiple Tasks Simultaneously

  • Attention To Detail And Accuracy

  • Proficiency With Microsoft Office Suite

  • Knowledge Of Tax

  • Trust

  • And Estate Planning

  • Strong Organizational Skills

Required Skills
  • Risk Management

  • Financial Analysis

  • Strategic Planning

  • Financial Planning

  • Sales

  • Negotiation

  • Data Management

  • Relationship Management

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • wealth management

  • Investment Analysis

  • Client Retention

  • Client Acquisition

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • self-motivation

  • flexibility

  • Critical thinking

  • Teamwork

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Wealth Client Associate in Wilmington, DE, USA is between $45,000 and $85,000 per year. This range includes base salary, bonuses, and other compensation. The exact salary for a particular job will depend on factors such as the employer, the individual's qualifications, and the job's duties.

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 BeforeAugust 19th, 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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