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Private Client Manager Jobs (NOW HIRING)

Bank of America

Private Client Manager II

Los Angeles, CA · On-site

$110K - $215K/yr

Partners with and mentors Private Client Managers on more complex products and client relationships * Acts as Chief Operating Officer for the client team, coordinating relationship management ...

Bank of America

Private Client Manager II

New York, NY · On-site

$110K - $200K/yr

Partners with and mentors Private Client Managers on more complex products and client relationships * Acts as Chief Operating Officer for the client team, coordinating relationship management ...

Bank of America

Private Client Manager II

$110K - $215K/yr

Partners with and mentors Private Client Managers on more complex products and client relationships * Acts as Chief Operating Officer for the client team, coordinating relationship management ...

Bank of America

Private Client Manager II

Los Angeles, CA · On-site

$110K - $215K/yr

Partners with and mentors Private Client Managers on more complex products and client relationships * Acts as Chief Operating Officer for the client team, coordinating relationship management ...

Bank of America

Private Client Manager II

New York, NY · On-site

$110K - $215K/yr

Partners with and mentors Private Client Managers on more complex products and client relationships * Acts as Chief Operating Officer for the client team, coordinating relationship management ...

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Private Client Manager information

What is a private client manager?

A Private Client Manager is a financial professional who works closely with high-net-worth individuals to manage their personal wealth, investments, and financial planning. They provide tailored advice on a variety of financial products and services, including investment management, estate planning, tax strategies, and lending solutions. Private Client Managers typically work for banks, wealth management firms, or financial institutions, acting as the main point of contact for their clients’ financial needs. Their role requires strong relationship-building skills and a deep understanding of financial markets and products.

How does a private client manager typically collaborate with other departments to meet client needs?

Private Client Managers often work closely with teams such as investment advisors, tax specialists, legal advisors, and operations staff to provide comprehensive solutions tailored to clients' financial goals. Collaboration usually involves regular meetings to discuss client strategies, coordinate account management tasks, and ensure compliance with regulatory standards. This cross-functional teamwork helps ensure that clients receive a seamless, high-quality service experience while accessing a broad range of financial expertise. Effective communication and relationship-building are essential for success in this collaborative environment.

What are the key skills and qualifications needed to thrive as a private client manager, and why are they important?

To thrive as a Private Client Manager, you need strong financial acumen, wealth management expertise, and typically a degree in finance or business, often complemented by relevant certifications such as CFP or CFA. Familiarity with portfolio management software, CRM systems, and financial planning tools is essential. Outstanding interpersonal skills, discretion, and proactive problem-solving set top performers apart in this client-focused role. These skills and qualities are crucial for building trust, delivering tailored financial solutions, and retaining high-net-worth clients.

What is the difference between Private Client Manager vs Wealth Advisor?

AspectPrivate Client ManagerWealth Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentPrivate banks, wealth management firms, high-net-worth client settingsFinancial advisory firms, banks, independent practice
Employer & Industry UsageUsed in private banking and wealth management sectorsCommon across financial planning and investment advisory sectors
Search & Comparison IntentOften compared for client relationship and portfolio management rolesCompared for holistic financial planning and investment advice

While both roles serve high-net-worth clients, a Private Client Manager primarily focuses on managing client relationships and tailored banking services, whereas a Wealth Advisor provides comprehensive financial planning and investment strategies. The roles often overlap but differ in scope and focus within the wealth management industry.

What cities are hiring for Private Client Manager jobs?

Cities with the most Private Client Manager job openings:

What are the most commonly searched types of Private Client jobs?

The most popular types of Private Client jobs are:

Who are the top companies hiring for Private Client Manager jobs?

The top employers for Private Client Manager jobs are:

What states have the most Private Client Manager jobs?

States with the most job openings for Private Client Manager jobs include:

What are popular job titles related to Private Client Manager jobs?

For Private Client Manager jobs, the most frequently searched job titles are:

Infographic showing various Private Client Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution.

Private Client Manager II

Sarasota, FL • On-site

Bank of America
Finance and Insurance • 10K+ employees
Learn more about Bank of Americaexternal

Full-time

Re-posted 23 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 537 frontline employees who took The Breakroom Quiz

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
  • Leads complex credit opportunities, including structured credit deals
  • Grows book balances and Year over Year revenue
  • Partners with and mentors Private Client Managers on more complex products and client relationships
  • Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
  • Encourages use and adoption of digital capabilities to enhance the client and client team experience
  • Builds relationships with internal and external partners and centers of influence

Required Qualifications:

  • Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
  • 7+ years of successful experience in managing relationships with high-net-worth clientsor equivalentfinancial services/business experience
  • Excellent ability to work in a team environment
  • Strong interpersonal and influence / partnership skills
  • Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer

Desired Qualifications:

  • MBA or Post-Graduate Degree
  • CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Skills:

  • Client Management
  • Client Solutions Advisory
  • Loan Structuring
  • Relationship Building
  • Risk Management
  • Active Listening
  • Analytical Thinking
  • Oral Communications
  • Referral Management
  • Underwriting
  • Account Management
  • Attention to Detail
  • Collaboration
  • Decision Making
  • Financial Analysis

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

What Bank Of America employees say

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Benefits

Hours and flexibility

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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