cfa instituteMillbrae, CA
Senior Private Client Advisor
Senior Private Client Advisor
Senior Private Client Advisor
cfa instituteMillbrae, CA
today
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceCommercial BankingSavings Institutions and Other Depository Credit Intermediation
Apply for this role →Bank of America in San Francisco is seeking an experienced Private Banking professional to acquire and deepen client relationships, delivering a Branded Client Experience and access to full Private Bank capabilities. You will tailor wealth solutions, coordinate across teams, and manage client needs in a dynamic environment.
The role demands extensive private banking experience, strong communication and leadership, and the ability to drive new business with high-net-worth clients.
Also on the board Same function, level within a rung
Level
Senior
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today