Julia Perez
New York,NY
Summary
Accomplished and well driven Private Client Advisor with a proven track record at Bank of America Private Bank, specializing in financial analysis and strategy development. Excelled in building strong client relationships and responsible for providing personalized wealth management solutions to high-net-worth individuals. Demonstrated expertise in organization and communication, significantly enhancing client satisfaction and portfolio performance.
Overview
7
7
years of professional experience
Work History
Private Client Manager
Bank of America Private Bank
New York , NY
01.2025 - Current
- Managed client accounts, including conducting regular reviews and providing strategic advice.
- Helped service and deepen strong, trusting relationships with clients, serving as their main point of contact for all financial matters.
- Created comprehensive wealth management plans that cover investments, retirement, estate planning, tax strategies, and risk management tailored to clients’ needs.
Private Client Advisor
Bank of America Private Bank
New York, NY
01.2025 - Current
- Managed the process of bringing new clients into the firm, including gathering financial information, assessing needs, and setting up accounts.
- Actively sought new clients by networking, attending events, and leveraging existing relationships, often relying on referrals from current clients or colleagues.
Financial Analyst
Bank of America Private Bank
New York , NY
01.2025 - 06.2031
- Analyzed balance sheets, income statements, and cash flow statements to assess a company’s financial health.
- Researched industries, markets, and sectors to understand trends, competition, and economic factors that may impact financial performance.
- Presented research, analysis, and recommendations clearly and concisely, often through presentations, meetings, or written reports.
Private Wealth Management Intern
JP Morgan Private Bank
New York, NY
05.2024 - 08.2027
- Helped to organize client files, internal records, and other documents related to client accounts and business operations.
- Analyzed current financial markets, economic trends, and investment opportunities to inform client recommendations.
- Drafted emails, prepared client communications, and followed up with clients, as directed by senior staff.
Education
MBA - Banking And Finance
Columbia University
New York, NY05-2030
Bachelor of Science - Financial Management And Accounting
Clemson University
Clemson, SC05-2028
Skills
- Financial Analysis
- Strategy Development
- Clientele Interactions
- Client Profile Building
- Public Speaking
- Risk Management
Timeline
Private Client Manager
Bank of America Private Bank
01.2025 - Current
Private Client Advisor
Bank of America Private Bank
01.2025 - Current
Financial Analyst
Bank of America Private Bank
01.2025 - 06.2031
Private Wealth Management Intern
JP Morgan Private Bank
05.2024 - 08.2027
MBA - Banking And Finance
Columbia University
Bachelor of Science - Financial Management And Accounting
Clemson University
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