Senior Portfolio Manager - UHNW Wealth Strategy

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

Job summary

Bank of America in Scottsdale seeks a senior investment advisor to partner with high-net-worth clients, designing discretionary portfolios and overseeing asset allocation, risk, and strategy. You will mentor associates and contribute to client retention and business development.

The role requires 10+ years in investment decision making within wealth management or private banking, plus advanced credentials such as MBA, CPA, CFP, or CFA. Excellent client service expected.

Qualifications

• 10+ years of investment decision making and financial consulting experience with high-net-worth and ultra-high net worth clients.
• Experience with wealth management, private banking and/or trust sectors at established financial services firms.
• Knowledge of fiduciary standards, principles and applicable laws and regulations.

Responsibilities

• Develop and recommend an investment strategy tailored to client goals and objectives.
• Manage all aspects of the client's portfolio including asset allocation, portfolio construction, risk management and compliance.
• Collaborate with teammates to deliver equities, fixed income, alternatives, and Specialty Asset Management as appropriate.
• Engage with clients to review investment performance and market changes based on analysis.
• Stay up-to-date on Chief Investment Office guidance and market trends to mitigate investment risks.
• Develop meaningful client relationships with high levels of care, skill, and ethics.

Skills

Advisory

Client Investments Management

Customer and Client Focus

Investment Management

Presentation Skills

Analytical Thinking

Attention to Detail

Negotiation & Leadership

Education

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

Graduate Degree such as MBA or JD

CPA, CFP and/or CFA designation

Job description

Bank of America in Scottsdale seeks a senior investment advisor to partner with high-net-worth clients, designing discretionary portfolios and overseeing asset allocation, risk, and strategy. You will mentor associates and contribute to client retention and business development.

The role requires 10+ years in investment decision making within wealth management or private banking, plus advanced credentials such as MBA, CPA, CFP, or CFA. Excellent client service expected.