Senior Private Client Advisor

L5

cfa instituteMillbrae, CAyesterday
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.
Apply now
Apply now

Level

SeniorL5

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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