Senior Private Wealth Portfolio Manager

Bank of America; Naples (FL); On-site; USD 180,000 - 240,000; Full time

Job summary

Bank of America is seeking an experienced investment professional to manage discretionary portfolios for high-net-worth clients in a senior capacity. The role focuses on designing asset allocations, selecting managers, and delivering proactive client communications.

You will lead portfolio construction, risk management, and investment reviews while mentoring associates and contributing to business development within Wealth Management.

Qualifications

• Minimum of 10 years of investment decision making and financial consulting experience with high-net-worth clients
• Experience in wealth management/private banking/trust with fiduciary responsibility
• Broad-based technical knowledge of investments, tax, legal and operations
• Knowledge of fiduciary standards and applicable laws/regulations
• Strong leadership, negotiation and client service skills
• Ability to mentor associates and support business development

Responsibilities

• Develop customized investment strategies for high-net-worth clients
• Manage all aspects of discretionary portfolios including asset allocation and risk management
• Select securities and investment managers; oversee trade execution
• Provide proactive client communication and investment reviews
• Collaborate with teammates to deliver integrated bank solutions
• Mentor junior staff and support client retention and growth

Skills

Advisory

Client Investments Management

Client Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Client Experience Branding

Valuation Ethics and Practice

Collaboration

Critical Thinking

Data Quality Management

Trading

Written Communications

Education

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

Graduate Degree (MBA or JD)

CPA, CFP and/or CFA designation

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an experienced investment professional to manage discretionary portfolios for high-net-worth clients in a senior capacity. The role focuses on designing asset allocations, selecting managers, and delivering proactive client communications.

You will lead portfolio construction, risk management, and investment reviews while mentoring associates and contributing to business development within Wealth Management.