Senior Portfolio Manager – UHNW Wealth Strategy

94-1687665 Bank of America, National Association; Newport Beach (CA); On-site; USD 136,000 - 300,000; Full time

Job summary

Bank of America Corporation in Newport Beach seeks an experienced investment leader to guide discretionary portfolios for high-net-worth clients. You will oversee asset allocation, construction, and manager selection while coordinating with specialists to deliver integrated solutions.

The role requires a track record of senior client advisory, deep knowledge of investments, tax, legal considerations, and fiduciary standards. Excellent communication and leadership are 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 fields with increasing responsibility.
• Knowledge of fiduciary standards, laws, and applicable regulations.

Responsibilities

• Develop and recommend investment strategies tailored to client goals.
• Manage all aspects of client portfolios including asset allocation and risk management.
• Collaborate with teammates to deliver integrated banking solutions across equities, fixed income, alternatives.
• Engage with clients to review performance and market trends; adapt strategies as needed.
• Maintain up-to-date knowledge from the Chief Investment Office and economic indicators.
• Build meaningful client relationships with high ethical standards.

Skills

Advisory Client Investments Management

Client Focus

Investment Management Presentation

Active Listening

Analytical Thinking

Attention to Detail

Data Quality Management

Trading

Written Communications

Education

Bachelor’s Degree in Finance/Accounting/Economics

MBA or JD

CPA / CFP / CFA designation

Job description

Bank of America Corporation in Newport Beach seeks an experienced investment leader to guide discretionary portfolios for high-net-worth clients. You will oversee asset allocation, construction, and manager selection while coordinating with specialists to deliver integrated solutions.

The role requires a track record of senior client advisory, deep knowledge of investments, tax, legal considerations, and fiduciary standards. Excellent communication and leadership are essential.