Senior UHNW Portfolio Strategist

ghr; Boston (MA); On-site; USD 105,000 - 175,000; Full time

Job summary

Bank of America is seeking a senior investment professional in Boston, MA, to craft customized strategies for high-net-worth clients. You will evaluate, design, and monitor portfolios with asset allocation, security selection, and risk management, while mentoring junior staff and helping drive client retention.

The ideal candidate brings 10+ years in investment decision making, wealth management experience, and fiduciary knowledge.

Qualifications

• Minimum of 10 years of investment decision making and financial consulting with high-net-worth clients
• Experience in wealth management, private banking and/or trust fields
• Knowledge of fiduciary standards, laws, and financial products
• Broad-based technical knowledge of investments, tax, law and operations

Responsibilities

• Design and manage discretionary portfolio strategies and asset allocation
• Oversee portfolio construction, security/manager selection and trade execution
• Monitor risk, compliance, investment reviews and client communication
• Mentor associates and drive client retention and business development
• Collaborate with teams to deliver integrated banking solutions
• Stay updated on CIO guidance and market trends to mitigate risk

Skills

Advisory

Client Investments Management

Customer Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Collaboration

Data Quality Management

Trading

Written Communications

Education

Bachelor's Degree or higher in Finance, Accounting, Economics

Graduate Degree such as MBA or JD, preferred

Credentials such as CPA, CFP and/or CFA

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a senior investment professional in Boston, MA, to craft customized strategies for high-net-worth clients. You will evaluate, design, and monitor portfolios with asset allocation, security selection, and risk management, while mentoring junior staff and helping drive client retention.

The ideal candidate brings 10+ years in investment decision making, wealth management experience, and fiduciary knowledge.