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Private Client Advisor II - Wealth Strategy & Growth
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-07
Listing for:
Bank of America
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Client Manager located in Boston to lead business development and client management processes. The ideal candidate will have over 12 years of experience in private banking or complex financial services, ensuring a branded client experience tailored to clients' needs.
This role includes driving new business, performing client interactions, and collaborating with internal teams. A high touch, client-focused approach is essential, along with strong interpersonal skills. Candidates must also become registered under the SAFE Act.
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