Senior HNW Portfolio Manager: Growth & Strategy

Bank of America; Seattle (WA); On-site; USD 135,600 - 275,000; Full time

Benefits offered by this job

Competitive salary ranging from $135,600.00 – $275,000.00

Eligible for discretionary incentive plans

Industry-leading benefits packages

Paid time off

Job summary

Bank of America is looking for a Portfolio Manager to serve high net worth client relationships by managing discretionary portfolios. The role requires strong advisory skills and experience in investment decision-making.

Ideal candidates will have 10–15 years of experience in financial consulting, knowledge of fiduciary services, and strong client service abilities. Competitive salary ranging from $135,600 to $275,000, alongside comprehensive benefits.

Qualifications

• 10–15 years of investment decision-making and financial consulting experience with high and ultra-high net worth clients.
• Extensive knowledge of fiduciary and financial products and services.
• Broad technical knowledge of investments, tax, legal and operations.

Responsibilities

• Evaluate, design and oversee all aspects of portfolio construction.
• Meet with clients to review investment performance and forecast market changes.
• Support revenue growth by meeting individual investment management goals.

Skills

Advisory client investments

Management

Customer and client focus

Investment management

Presentation skills

Active listening

Analytical thinking

Attention to detail

Client experience

Collaboration

Critical thinking

Education

High School Diploma / GED / Secondary School or equivalent

Undergraduate degree in Finance, Accounting, Economics or equivalent

Professional credentials such as CPA, CFP, or CFA

Graduate degree (MBA, JD) preferred

Job description

Bank of America is looking for a Portfolio Manager to serve high net worth client relationships by managing discretionary portfolios. The role requires strong advisory skills and experience in investment decision-making.

Ideal candidates will have 10–15 years of experience in financial consulting, knowledge of fiduciary services, and strong client service abilities. Competitive salary ranging from $135,600 to $275,000, alongside comprehensive benefits.