Halima Iqbal

Halima Iqbal is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Melville, New York. Halima works closely with high-net-worth individuals and families, providing them with tailored advice to pursue their goals and nurture their aspirations. With financial-services experience since 2005, she offers knowledge of private banking, product management, and commodities.

Clients from varied paths look to Halima for leadership and guidance. Many are first-generation wealth creators involved in finance, technology, and real estate. To each of these relationships, Halima offers innovative approaches to the complexities of substantial wealth. She listens attentively to each person or family, helping them weigh possibilities, resolve issues, and access resources firm wide.

Halima also spends significant time with clients, clarifying the intersection of their personal and professional wealth. Working in concert with her team, she orchestrates tax-sensitive investing and wealth transfer, long-term planning, trust design and administration, banking, and lending. Clients appreciate Halima’s ability to connect strategic vision with execution, building trusted relationships.

Prior to joining the Private Bank, Halima served as a Senior Product Manager, where she delivered innovative payment solutions to a diverse base that included technology, media, real estate, and gig-economy firms. She owned the end-to-end product lifecycle, delivering scalable, client-centric solutions. Earlier, Halima spent 14 years in the commodities sector, split between Goldman Sachs and Bank of America. There, she provided energy companies with working capital, credit support, and hedging strategies.

Halima earned her MBA in Finance from Fordham University and her B.B.A. in Finance and Investments from Baruch College. She is a graduate of Brooklyn Technical High School.

Halima and her husband live in Northport with their daughter and son. Weekends find them supporting their children’s activities or visiting farms and vineyards in the North Fork.