Senior Private Client Advisor

2 weeks ago


Melville, New York, United States The Bank of America Corporation Full time

Overview:
At Bank of America, we are committed to enhancing financial well-being through meaningful connections.

Role Responsibilities:
As a Private Client Manager II, you will play a pivotal role in fostering and maintaining relationships with our esteemed clients. Your primary responsibilities will include:

  • Developing tailored financial strategies to meet client needs.
  • Providing exceptional service and support to enhance client satisfaction.
  • Collaborating with internal teams to deliver comprehensive banking solutions.

Key Skills:
To excel in this position, you should possess strong interpersonal skills, a deep understanding of banking services, and the ability to manage client expectations effectively.

Commitment to Growth:
At Bank of America, we believe in responsible growth, ensuring that we deliver value not only to our clients but also to our teammates and communities.



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