georgia society of cpasOrlando, FL
Senior Private Client Advisor
Senior Private Client Advisor
Senior Private Client Advisor
georgia society of cpasOrlando, FL
today
Personal Financial AdvisorsNew Accounts ClerksSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceCommercial BankingSavings Institutions and Other Depository Credit Intermediation
Apply for this role →Bank of America is seeking a senior private banking professional to acquire new clients, deepen relationships, and leverage a broad range of bank capabilities to meet client needs. The role emphasizes leading client process management, delivering a branded client experience, and ensuring retention of high-net-worth clients.
Ideal candidates bring extensive private banking experience, a strong sales and advisory background, and the ability to collaborate with specialists to provide holistic
Also on the board Same function, level within a rung
Level
Senior
Location
Orlando, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today