Senior Private Client Advisor: Wealth Strategy & Growth
Bank of America
A leading financial institution in New York is seeking a Client Process Manager to drive new business development and deliver a branded client experience. The ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional interpersonal skills, and the ability to influence and actively engage clients. Responsibilities include leading client processes, sourcing new clients, and providing integrated financial solutions. This role demands a high level of collaboration and prior experience with a target client segment offering substantial investable assets. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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