Senior Wealth Portfolio Manager

Bank of America Corporation; Seattle (WA); On-site; USD 136,000 - 300,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America Corporation is seeking an experienced investment professional to manage discretionary portfolios for high-net-worth clients. You will design and implement tailored investment strategies, oversee asset allocation, security selection, and risk controls while ensuring top-tier client service and ethics.

You will mentor associates, collaborate with cross-functional teams, and provide regular investment reviews to drive client retention and growth.

Qualifications

• Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
• Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
• Knowledge of fiduciary and financial products and services through extensive related work experience
• Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
• Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
• Skills and experience in negotiating, delegating and leadership
• Superior client service and relationship management skills

Responsibilities

• Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
• Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
• Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
• Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
• Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
• Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics

Skills

Advisory

Client Investments

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Collaboration

Critical Thinking

Data Quality

Trading

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

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 Corporation is seeking an experienced investment professional to manage discretionary portfolios for high-net-worth clients. You will design and implement tailored investment strategies, oversee asset allocation, security selection, and risk controls while ensuring top-tier client service and ethics.

You will mentor associates, collaborate with cross-functional teams, and provide regular investment reviews to drive client retention and growth.