Senior Portfolio Manager for UHNW Investments

Bank of America; Scottsdale (AZ); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Health benefits

Job summary

Bank of America seeks a senior investment advisor to work with high-net-worth clients in the Scottsdale area, crafting discretionary portfolios and delivering personalized investment strategies.

The role emphasizes fiduciary duty, client service excellence, and leadership as you mentor associates and collaborate with the broader bank to provide integrated solutions. Strong market awareness is essential.

Qualifications

• Minimum of 10 years of investment decision making and financial consulting experience with high-net-worth clients.
• Experience in wealth management, private banking or trust with increasing responsibility.
• Knowledge of fiduciary standards, laws and regulations.
• Broad-based technical knowledge of investments, tax, legal and operations.

Responsibilities

• Develop investment strategies tailored to client goals and circumstances.
• Manage all aspects of client portfolios including asset allocation and risk management.
• Collaborate to deliver integrated solutions across equities, fixed income, and alternatives.
• Engage with clients to review performance and market changes.
• Stay updated on CIO guidance and economic trends to mitigate risks.
• Build meaningful client relationships with high standards of service and ethics.

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

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience

Graduate Degree such as MBA or JD

CPA, CFP and/or CFA designation

Job description

Bank of America seeks a senior investment advisor to work with high-net-worth clients in the Scottsdale area, crafting discretionary portfolios and delivering personalized investment strategies.

The role emphasizes fiduciary duty, client service excellence, and leadership as you mentor associates and collaborate with the broader bank to provide integrated solutions. Strong market awareness is essential.