Bank of America

Private Wealth Client Associate

Bank of America
Chevy Chase, MD, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

As a Private Wealth Client Associate at Bank of America, you will be an integral part of the Private Wealth Management team, providing exceptional financial service to a high-net-worth client base. We are looking for an individual with strong interpersonal skills, dedication, and an entrepreneurial spirit. The ideal candidate will have experience in the banking industry, as well as the ability to provide the highest level of customer service. The successful candidate will be comfortable working in a fast-paced environment, be detail-oriented, and have a passion for helping customers achieve their financial goals. If you possess these qualifications and are looking for a new challenge, we invite you to apply for this position.

Where is this job?
This job is located at Chevy Chase, MD, USA
Job Qualifications

  • Proficiency In Microsoft Office Suite

  • Excellent Communication Skills

  • Ability To Multitask And Prioritize Tasks

  • Strong Problem-Solving Skills

  • Proven Customer Service Experience

  • Thorough Knowledge Of Banking Policies And Procedures

  • Demonstrated Ability To Work Independently

  • Bachelor's Degree In Business Or Finance Preferred

Required Skills

  • Risk Management

  • Financial Analysis

  • Research

  • Networking

  • Communication

  • Problem Solving

  • Fundraising

  • Investment Management

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Asset allocation

  • Estate Planning

  • Tax Planning

  • Wealth Strategy

Soft Skills

  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Wealth Client Associate in Chevy Chase, MD, USA is $60,000 to $100,000. This salary range is based on the current market rate for Private Wealth Client Associates in the area. The salary range may vary depending on experience, education, and other factors.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 6th, 2023
Apply BeforeMay 22nd, 2025
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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