Senior UHNW Portfolio Manager

Bank of America; Boston (MA); On-site; USD 105,000 - 175,000; Full time

Job summary

Bank of America is seeking an experienced Investment Professional to partner with senior managers in designing customized investment strategies for high-net-worth clients in Boston. You will manage discretionary portfolios, including asset allocation, security selection, and risk controls, while maintaining proactive client communication.

The role requires deep fiduciary knowledge, a track record in wealth management, and the ability to mentor junior staff.

Qualifications

• Minimum 10 years of investment decision making and financial consulting experience with high-net-worth clients.
• Experience in wealth management/private banking/trust field with increasing responsibility.
• Knowledge of fiduciary standards, laws and regulations and fiduciary products.
• Broad knowledge of investments, tax, legal and operations for servicing clients.
• Ability to lead and mentor teams and deliver superior client service.

Responsibilities

• Develop customized investment strategies in partnership with Senior Managers.
• Manage all aspects of discretionary portfolios including asset allocation and risk management.
• Select securities/managers and supervise trade execution and compliance.
• Review investment performance and communicate with clients about market changes.
• Collaborate with teammates to deliver integrated solutions across equities, fixed income, alternatives.
• Mentor associates and drive client retention and business development.

Skills

Advisory Investments Management

Client Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Client Experience

Branding

Valuation

Ethics & Standards

Collaboration

Critical Thinking

Data Quality

Trading

Written Communications

Education

Bachelor’s degree or higher in Finance/Accounting/Economics

Graduate Degree such as MBA or JD preferred

Credentials CPA, CFP and/or CFA designation

Job description

Bank of America is seeking an experienced Investment Professional to partner with senior managers in designing customized investment strategies for high-net-worth clients in Boston. You will manage discretionary portfolios, including asset allocation, security selection, and risk controls, while maintaining proactive client communication.

The role requires deep fiduciary knowledge, a track record in wealth management, and the ability to mentor junior staff.