Discretionary Portfolio Associate

Bank of America; Tampa (FL); On-site; USD 110,000 - 150,000; Full time

Job summary

Bank of America is seeking an experienced investment professional to work with high-net-worth clients, designing and managing discretionary portfolios under a Portfolio Manager's guidance. You will evaluate strategies, monitor risk, and communicate proactively to optimize client outcomes.

Roles involve asset allocation, security selection, trade execution, and ongoing client engagement to drive retention and business development.

Qualifications

• 1+ year of investment decision making and financial consulting experience with high-net-worth clients
• Has held roles with increasing responsibility in wealth management or private banking
• Knowledge of fiduciary and financial products and services through related work experience
• Broad-based technical knowledge of investments, tax, legal and operations to serve clients
• Knowledge of fiduciary standards, principles and laws and regulations typically learned through training or seminars
• Skills in negotiating, delegating, leadership, superior client service and relationship management

Responsibilities

• Partner with teammates to understand client circumstances and tailor investment strategies
• Support client portfolios including asset allocation, construction, and risk management
• Collaborate to deliver integrated solutions across equities, fixed income, alternatives and specialty asset management
• Engage with clients to review performance and market changes
• Stay updated on Chief Investment Office guidance, market conditions and risks
• Develop meaningful client relationships with high care, ethics and diligence

Skills

Advisory

Client Investments

Customer Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Client Branding

Valuation Standards

Collaboration

Critical Thinking

Data Quality

Trading

Written Communications

Job description

Bank of America is seeking an experienced investment professional to work with high-net-worth clients, designing and managing discretionary portfolios under a Portfolio Manager's guidance. You will evaluate strategies, monitor risk, and communicate proactively to optimize client outcomes.

Roles involve asset allocation, security selection, trade execution, and ongoing client engagement to drive retention and business development.