Senior Portfolio Advisor for High Net Worth Clients

Bank of America; Mount Pleasant (SC); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking an experienced Portfolio Management assistant to support integrated investment services for high net worth clients. You will coordinate internal delivery, review performance, and assist Portfolio Managers as a backup for client-facing activities.

The role emphasizes asset allocation, trade execution, risk controls, and proactive client communication to deliver comprehensive investment solutions.

Qualifications

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales.
• Investment administration experience desired
• BS/BA degree in Business, Finance, Economics or Law desired

Responsibilities

• Supports client portfolios including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
• Engages clients to review investment performance and anticipated market changes based on economic and industry analysis
• Performs market analysis, gathers insights, and recommends strategies to support client's investment goals
• Supports Portfolio Managers with portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness
• Manages and/or executes client investment transactions, while leveraging expertise in portfolio management

Skills

Risk Management

Critical Thinking

Customer Focus

Prioritization

Problem Solving

Attention to Detail

Business Acumen

Collaboration

Decision Making

Written Communications

Active Listening

Analytical Thinking

Networking

Organizational Effectiveness

Result Orientation

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an experienced Portfolio Management assistant to support integrated investment services for high net worth clients. You will coordinate internal delivery, review performance, and assist Portfolio Managers as a backup for client-facing activities.

The role emphasizes asset allocation, trade execution, risk controls, and proactive client communication to deliver comprehensive investment solutions.