Senior Discretionary Portfolio Manager - Private Wealth

Bank of America; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Bank of America is seeking a senior investment professional to partner with Senior Managers in designing and managing discretionary portfolios for high-net-worth clients. You will evaluate asset allocation, conduct security selections, and monitor risk and compliance while communicating proactively with clients.

Responsibilities include mentoring associates, driving client retention and business development, and staying informed on market trends and Chief Investment Office guidance.

Qualifications

• Bachelor’s degree or higher in finance, accounting, economics or related field (or equivalent experience).
• Graduate degree such as MBA or JD preferred.
• Industry credentials such as CPA, CFP, CFA are desirable.

Responsibilities

• Develop customized investment strategies for high-net-worth clients.
• Manage discretionary portfolios including asset allocation and risk management.
• Coordinate with senior managers to review performance and market trends.
• Maintain compliance with fiduciary standards and regulatory requirements.
• Mentor associates and drive client retention and business development.

Skills

Advisory Client Investments

Management

Client Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Client Experience

Branding

Valuation

Ethics & Practice Standards

Collaboration

Critical Thinking

Data Quality Management

Trading

Written Communications

Education

Bachelor’s Degree in Finance, Accounting, Economics or related field

Graduate Degree such as MBA or JD preferred

CPA, CFP and/or CFA designation

Job description

Bank of America is seeking a senior investment professional to partner with Senior Managers in designing and managing discretionary portfolios for high-net-worth clients. You will evaluate asset allocation, conduct security selections, and monitor risk and compliance while communicating proactively with clients.

Responsibilities include mentoring associates, driving client retention and business development, and staying informed on market trends and Chief Investment Office guidance.