Senior Wealth Portfolio Manager

Talentify; Boston; On-site; PHP 8,518,000 - 18,844,000; Full time

Benefits offered by this job

Discretionary incentive

Annual discretionary plan

Industry-leading benefits

Job summary

Bank of America is seeking an experienced investment professional to manage discretionary portfolios for high-net-worth clients in a senior advisory capacity. You will design and supervise customized investment strategies, asset allocation, and risk controls while mentoring junior staff.

You will collaborate with cross‑functional teams to deliver a full range of wealth solutions and maintain proactive client communication.

Qualifications

• Minimum of 10 years of investment decision making and financial consulting experience with high-net-worth clients.
• Experience at a prestigious financial services firm in wealth management/private banking/trust.
• Knowledge of fiduciary standards, laws and financial products.
• Broad-based knowledge of investments, tax, legal and operations.
• Familiar with fiduciary standards and applicable regulations.
• Strong negotiating, delegation and leadership abilities.

Responsibilities

• Develop and recommend an investment strategy tailored to each client.
• Manage all aspects of client portfolios including asset allocation and risk controls.
• Collaborate with teammates to offer integrated wealth solutions.
• Engage with clients to review performance and market outlooks.
• Stay informed on CIO guidance and market trends to mitigate risks.
• Build meaningful client relationships with high standards of care and ethics.

Skills

Investment decision making

Wealth management

Client relationship

Portfolio construction

Risk management

Regulatory compliance

Education

Bachelor’s Degree in Finance/Accounting/Economics

MBA

CPA/CFP/CFA

Job description

Bank of America is seeking an experienced investment professional to manage discretionary portfolios for high-net-worth clients in a senior advisory capacity. You will design and supervise customized investment strategies, asset allocation, and risk controls while mentoring junior staff.

You will collaborate with cross‑functional teams to deliver a full range of wealth solutions and maintain proactive client communication.