About this opportunity
CFA Institute lists this Senior Private Client Advisor opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.