Elite UHNW Portfolio Architect & Advisor

Bank of America; Chicago (IL); On-site; USD 160,000 - 250,000; Full time

Job summary

Bank of America seeks an UHNW Advisory Strategist in Chicago to partner with Financial Advisors, delivering customized portfolio construction and platform-agnostic guidance for ultra-high-net-worth clients. You will anchor on deep investment expertise to tailor asset allocation and manager selection across traditional and alternatives.

You will collaborate with Specialists bank-wide to meet complex wealth needs, including lending, trusts, estate planning, philanthropy, and business transitions.

Qualifications

• 10+ years’ experience in financial services industry.
• 5+ years' sales experience.
• Series 7 and 66 licenses or ability to obtain within 120 days of hire.

Responsibilities

• Develops relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.
• Strategizes with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suit of solutions to prospective clients.
• Leads the portfolio construction process for new money opportunities with UHNW clients and prospects.
• Delivers investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.
• Partners and collaborates with enterprise Specialists to ensure full scope of the client’s wealth needs are met.
• Partners with local Merrill Market Executives to deliver value add content to advisors.

Skills

Market Analysis

Portfolio Management

Wealth Planning

Analytical Thinking

Client Investments

Management

Client Solutions

Advisory

Networking

Strategic Thinking

Business Acumen

Collaboration

Critical Thinking

Oral Communications

Education

Bachelor’s degree

Investment credentials (CIMA/CAIA/CPWA/CFA)

Job description

Bank of America seeks an UHNW Advisory Strategist in Chicago to partner with Financial Advisors, delivering customized portfolio construction and platform-agnostic guidance for ultra-high-net-worth clients. You will anchor on deep investment expertise to tailor asset allocation and manager selection across traditional and alternatives.

You will collaborate with Specialists bank-wide to meet complex wealth needs, including lending, trusts, estate planning, philanthropy, and business transitions.