Bank of America is excited to announce the opening for a Private Client Advisor position in Houston, Texas. This opportunity is perfect for candidates searching for jobs near me, latest Bank of America jobs, and bank jobs in Houston. Individuals interested in latest jobs in Houston 2025, careers in bank jobs, and high paying jobs will find this role an excellent fit to grow their professional journey. As part of jobs in Bank of America careers, this position offers outstanding potential within the thriving financial services industry. Those aiming for Houston jobs 2025 or seeking latest customer service jobs in Houston should not miss out on this prestigious career move.

Responsibilities:

• Lead the Client Process Management Process within the client team to proactively identify new business development opportunities.

• Source new clients while aligning with the bank established risk appetite and compliance standards.

• Guide the client team in delivering meaningful interactions that ensure a consistent Branded Client Experience.

• Develop a comprehensive understanding of clients financial needs, preferences, and overall wealth strategy, adjusting quickly to changes in their business or financial environment.

• Advocate for clients and prospects as a trusted advisor by offering integrated recommendations in wealth structuring, credit facilities, banking, and asset management.

• Promote and encourage the use of digital tools and capabilities to enhance the overall client and client team experience.

• Build and maintain strong relationships with internal and external partners and centers of influence to expand professional networks and drive business success.

Required Skills:

• Minimum of 10+ years of private banking or complex financial services experience, or equivalent business experience in financial services.

• Proven ability to drive new business development within a target client segment ($3MM++ investable assets).

• Skilled at presenting holistic financial strategies by leveraging the entire Private Bank platform.

• High-touch, client-centric professional with exceptional interpersonal and relationship-building skills.

• A natural leader who proactively identifies opportunities for client engagement and improvement.

• Demonstrated ability to influence decisions and close business effectively.

• Strong solutions orientation, combined with sales skills and financial aptitude.

• Expertise in negotiation and collaboration with team specialists to deliver optimal client outcomes.

• Ability to take leadership roles both within the team and the wider business community.

• Series 7, 63, and 65 (or Series 7 and 66) licenses required; candidates may also be considered if willing to obtain the licenses within 90 days of start date.