The Private Bank

For over 200 years, we’ve cultivated a legacy of supporting clients’ financial needs and helping them give lasting meaning to their wealth. At Bank of America Private Bank, we empower clients to unlock possibilities through proactive guidance and unmatched access, helping individuals, families, business owners and institutions shape the future.

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Helping clients achieve their goals

We strive to help our clients navigate the complexities of wealth by providing industry-leading expertise and tailored strategies to preserve and grow wealth, build legacies and plan for success.

Our teams are dedicated to building lasting client relationships through a broad range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic strategies, specialty asset management, family office services, art advisory and custom credit solutions.

Responsibilities that empower you to grow

Join our Private Bank team, where you’ll play a key role in helping clients achieve their financial goals. Responsibilities include:

  • Generating new business and fostering client relationships
  • Managing client service activities such as digital onboarding, initiating and monitoring account openings and asset transfers
  • Fielding client inquiries, coordinating with specialists and service centers to deliver an integrated service experience to the client
  • Servicing account maintenance activities, including trust accounting transactions, processing deposits/transfers and providing reports
  • Conducting research projects on behalf of clients and/or maintaining organizational investment industry research and report information
  • Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration
  • Providing administrative coordination with trading, operations and client service teams

 

Joining the team

Our hiring process

Here’s what to expect when applying for a Merrill Wealth Management position.

1. Discover

Learn what it’s like to work here and find your ideal position.

2. Apply

Gather your required materials and apply by the deadline of your desired position.

3. Interview

Prepare for your interview with the hiring manager from your team if invited.

4. Join us

Congratulations on your selection. We’ll get in touch with you for next steps.

Collaborate with people like you

We’re looking for highly motivated individuals who are energetic, outgoing, analytical and entrepreneurial, with an interest in gaining a sophisticated, well-rounded skill set aligned to wealth structuring, credit and banking, and trust and relationship management.

  • Passion for investing and a strong understanding of finance
  • Excellent communication and presentation skills
  • Analytical, quantitative and critical thinking skills
  • Strong interpersonal skills with an ability to work effectively within a team
  • Ability to think independently and demonstrate good judgment
  • Strong time-management and organizational skills
  • Ability to multitask with a strong attention to detail

Explore our opportunities

At Bank of America, you’re empowered to make a difference. We strive to offer industry-competitive benefits and resources that support you both personally and professionally. Discover why we’re a great place to work and grow.

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Make achievement possible

Join us in shared purpose to make financial lives better through the power of every connection.

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