U.S. Trust, Bank of America Private Wealth Management


U.S. Trust, Bank of America Private Wealth Management Company Profile


U.S. Trust, Bank of America Private Wealth Management is a wealth-management organization providing wealth-structuring, investment management, banking and credit services. The New York-based company also provides advisers who offer a range of specialized family-office services, including investments, single-stock management, integrated planning, philanthropic management, succession planning, specialty asset management, financial administration, compliance and family stewardship.

Bank of America Corp. paid more than $3.3 billion to acquire the company from Charles Schwab Corp. in 2007. Following the acquisition, Bank of America combined U.S. Trust with its private-banking and wealth-management business.

Founded in 1853, U.S. Trust is one of America’s oldest investment-management and trust companies. Before Schwab’s acquisition of the company in 2000, U.S. Trust traditionally served the investment needs of the very wealthy. U.S. Trust and the storied discount-broker clashed when it came to corporate cultures and client-relationship styles.



BofA offers these seven tips for successful interviews:

-- Research the primary functions of the job.

-- Assess your skills, abilities, knowledge, values and accomplishments.

-- Anticipate the interviewers’ questions.

-- Prepare answers to questions that may be asked.

-- Prepare questions for the interviewer.

-- Practice in a mock interview.

-- Send a follow-up letter afterward.

Facts & Resources

Employees:   1,900
Company Site:   www.bankofamerica.com
Career Site:   Careers





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