Bank of America
Delray Beach, FL, USA
Job Description: Private Bank is looking to add the industry's most capable and trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive. Role Overview: • Client team member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts • Works in close partnership with the client sales & service officers (CSSOs) and other specialists to ensure there is a coordinated approach to the client's day-to-day needs • Reports to the Market Executive or City Executive and obtains guidance from the client team lead (PCA) Responsibilities: • Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention • Liaise with specialists, service officers...