Senior Portfolio Manager, UHNW Wealth

Bank of America; Reno (NV); Presencial; USD 150.000 - 230.000; Jornada completa

Descripción de la vacante

Bank of America seeks a senior wealth management professional to lead discretionary investment strategies for high-net-worth clients. You will evaluate, design, and monitor portfolios, and communicate proactively with clients to protect and grow wealth.

You will collaborate with specialists across equities, fixed income, and alternative assets, mentor junior staff, and uphold fiduciary standards. A track record in wealth management, strong client service, and leadership are essential for success

Formación

• 10+ years of investment decision making and financial consulting with high-net-worth clients.
• Experience at a prestigious financial services firm in wealth management/private banking.
• Broad technical knowledge of investments, tax, legal and operations.
• Familiarity with fiduciary standards and related laws.
• Proven ability to mentor others and drive business development.

Responsabilidades

• Develop an investment strategy tailored to client goals.
• Manage all aspects of client portfolios including asset allocation, portfolio construction, risk management and compliance.
• Collaborate with teammates to deliver integrated solutions across equities, fixed income, alternative investments and asset management.
• Engage with clients to review investment performance and anticipate market changes.
• Stay up-to-date on Chief Investment Office guidance and market conditions.
• Develop meaningful client relationships with the highest level of care, skill and ethics.

Conocimientos

Advisory

Client Investments Management

Customer and Client Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Client Experience Branding

Valuation Ethics and Practice Standar​

Collaboration

Critical Thinking

Data Quality Management

Trading

Written Communications

Educación

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

Graduate Degree such as MBA or JD

CPA, CFP and/or CFA designation

Descripción del empleo

Bank of America seeks a senior wealth management professional to lead discretionary investment strategies for high-net-worth clients. You will evaluate, design, and monitor portfolios, and communicate proactively with clients to protect and grow wealth.

You will collaborate with specialists across equities, fixed income, and alternative assets, mentor junior staff, and uphold fiduciary standards. A track record in wealth management, strong client service, and leadership are essential for success