Job Details

Private Client Associate

Company name

Organization Type


Job Type


Years of Experience

Min 1 yrs required


Miami, FL

Date Last Verified

Jul 23,2017

Posted on

Mar 30,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Private Client Associate - High & Ultra High Net Worth Responsibilities: Act as trusted advisor to, and an advocate for, clients and prospects; facilitate integrated recommendations that encompass multiple products and services as needed. Prospect, network and develop new business opportunities. Develop in-depth understanding of clients’ needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Proactively leverage ideas, insight and relationships to generate new and incremental business for Bank of America Corporation. Effectively build and manage a book of relationships and act as relationship lead accountable for the client’s experience. Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions. Build relationships with internal and external sales referral partners. Complete all local market and national training requirements. Meet Risk & Compliance requirements as outlined within the firms policies and procedures guide.

Qualification and Experience

Qualifications: Bachelor’s degree required. MBA or Post-Graduate Degree preferred. CFP, CPA, CFA, CTFA, CFM or JD Degree a significant plus. Series 7, 63 and 65 (or Series 7 and 66) (Must obtain series 7 & 66 license within 120 days of start date.). Previous experience in outside sales, consulting or business development. Excellent business development skills. Strong interpersonal and influential / partnership skills. Demonstrates personal resilience and commitment to continuous learning and development. Conveys confidence and executive presence. Strong leadership skills and ability to lead in a matrix driven environment.

Additional info

Job number: 17021623

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