Registered Private Wealth Client Associate

Welcome to Bank of America, one of the leading financial institutions in the world. We are currently seeking a highly motivated and experienced individual to join our team as a Registered Private Wealth Client Associate. As a part of our Private Wealth Management division, you will have the opportunity to work with high net worth individuals and families, providing them with personalized financial solutions and exceptional client service. If you are passionate about wealth management and have a strong understanding of investment strategies, we invite you to apply for this exciting position.

1. Provide exceptional client service to high net worth individuals and families.
2. Develop and maintain relationships with clients, understanding their financial needs and goals.
3. Collaborate with Private Wealth Advisors to create personalized financial solutions for clients.
4. Conduct investment research and analysis to assist with creating and managing client portfolios.
5. Stay up-to-date on industry trends and market changes to provide informed recommendations to clients.
6. Coordinate with various departments within the bank to ensure timely and accurate execution of client requests.
7. Maintain accurate and detailed client records and documentation.
8. Assist with the onboarding process for new clients, including gathering necessary information and completing necessary paperwork.
9. Serve as a point of contact for clients, addressing any inquiries or concerns in a timely and professional manner.
10. Adhere to all regulatory and compliance guidelines.
11. Continuously seek opportunities to improve processes and procedures for better client experience.
12. Act as a brand ambassador for Bank of America, representing the company in a positive and professional manner.
13. Attend training and development programs to enhance skills and knowledge in wealth management.
14. Collaborate with team members to achieve division goals and targets.
15. Uphold the company's values and ethical standards at all times.

According to JobzMall, the average salary range for a Registered Private Wealth Client Associate in Orlando, FL, USA is between $50,000 - $80,000 per year. This may vary depending on factors such as years of experience, additional qualifications, and the specific employer.

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.