Senior UHNW Portfolio Strategy Lead

NBMBAA; Reno (NV); On-site; USD 136,000 - 300,000; Full time

Benefits offered by this job

Discretionary incentive eligibility

Industry-leading benefits

Annual discretionary awards

Job summary

Bank of America in Reno, NV seeks an experienced investment professional to manage discretionary portfolios for high-net-worth clients, designing asset allocation, security selection, and risk management to meet client goals.

You will review performance with clients, collaborate with teams to deliver integrated solutions, and mentor junior staff while upholding fiduciary standards and professional ethics.

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 with increasing responsibilities.
• Knowledge of fiduciary and financial products and services.
• Broad-based technical knowledge of investments, tax, legal and operations.

Responsibilities

• Develops investment strategies tailored to client goals and circumstances.
• Manages all aspects of client portfolios including asset allocation and risk management.
• Collaborates with teammates to deliver integrated solutions across equities, fixed income, and alternatives.
• Engages with clients to review performance and market changes.
• Keeps up-to-date with Chief Investment Office guidance and market trends to manage risk.
• Builds meaningful client relationships with high ethics and service.

Skills

Advisory

Client Investments Management

Customer and Client Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Client Experience Branding

Valuation Ethics and Practice Stand

Collaboration

Critical Thinking

Data Quality Management

Trading

Written Communications

Education

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

Graduate Degree such as MBA or JD

Holds appropriate credentials such as CPA, CFP and/or CFA designation

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Reno, NV seeks an experienced investment professional to manage discretionary portfolios for high-net-worth clients, designing asset allocation, security selection, and risk management to meet client goals.

You will review performance with clients, collaborate with teams to deliver integrated solutions, and mentor junior staff while upholding fiduciary standards and professional ethics.