Senior Portfolio Manager for HNW Clients

NBMBAA; Houston (TX); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Bank of America is seeking a senior investment professional to manage discretionary portfolios for high-net-worth clients in a collaborative wealth management environment. You will design investment strategies, monitor risk, and provide proactive client communication to drive retention and growth.

The role emphasizes fiduciary standards, deep product knowledge, and the ability to mentor associates while aligning with the bank's objective of responsible growth and client-centric service.

Qualifications

• Advisory experience with high-net-worth clients
• Strong investment knowledge across asset classes
• Ability to design customized investment strategies
• Deep understanding of fiduciary standards and compliance

Responsibilities

• Develop and manage discretionary portfolios for high-net-worth clients
• Oversee asset allocation, portfolio construction, risk management and performance reviews
• Collaborate with teams to deliver integrated wealth management solutions
• Communicate investment strategies and market insights to clients
• Mentor associates and drive client retention and business development

Skills

Advisory

Client Investments Management

Customer Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Client Experience Branding

Valuation Ethics

Collaboration

Critical Thinking

Data Quality Management

Trading

Written Communications

Education

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

Graduate Degree such as MBA or JD preferred

CPA, CFP and/or CFA designation

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a senior investment professional to manage discretionary portfolios for high-net-worth clients in a collaborative wealth management environment. You will design investment strategies, monitor risk, and provide proactive client communication to drive retention and growth.

The role emphasizes fiduciary standards, deep product knowledge, and the ability to mentor associates while aligning with the bank's objective of responsible growth and client-centric service.