Posted by Bank of America Private Bank, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services,
Private Banking Associate
Job Description:
Solid understanding of banking, lending and investment products, services and processes;
Ability to effectively utilize technology
Advanced analytical capabilities including analysis of client account activities to identify growth opportunities
Excellent problem solving and follow up skills
Strong team player; ability to effectively partner across multiple organization lines
Excellent interpersonal and client communication skills including a passion geared towards client service
Judgment and maturity, combined with the ability to analyze client account activity to identify opportunities (PB Associate II)
Proficiency in MS Office suite (Excel, Outlook and PowerPoint)
Qualifications
Minimum of 1-3 years experience with a financial institution focusing on client service and sales, preferably in the HNW space
BS/BA degree in Business, Finance or Economics desired
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