UHNW Portfolio Strategy Architect

ghr; Tampa (FL); On-site; USD 140,000 - 200,000; Full time

Job summary

Bank of America’s UHNW Advisory Strategist partners with Financial Advisors to provide holistic, portfolio-driven guidance for UHNW clients. You will anchor on deep investment expertise to deliver customized asset allocation and manager selection, spanning traditional and alternative strategies.

You will work with specialists across the bank to address lending, trust and estate planning, philanthropy and related wealth needs, leveraging CIO and ISG insights. 1st shift in the U.S.

Qualifications

• Bachelor's degree required.
• Series 7 and 66 licenses are required.
• 10+ years in financial services.
• 5+ years in sales.
• Strong communication, interaction and presentation skills.
• Self-motivated, adaptive, positive attitude and high energy.

Responsibilities

• Develops relationships with UHNW focused Financial Advisors to educate on team's capabilities and the UHNW Portfolio Strategies.
• Strategizes with Advisors to deepen existing UHNW client relationships and present full suite of solutions.
• Leads portfolio construction for new money opportunities with UHNW clients and prospects.
• Delivers investment expertise from client discovery to asset allocation and manager selection.
• Partners with enterprise Specialists to cover broad wealth needs (lending, trust, estate planning, philanthropy).
• Collaborates with local Merrill Market Executives to deliver value-added content to advisors.

Skills

Market Analysis

Portfolio Management

Wealth Planning

Analytical Thinking

Investments Mgmt

Client Solutions Advisory

Networking

Strategic Thinking

Business Acumen

Collaboration

Critical Thinking

Oral Communications

Education

Bachelor's degree

Job description

Bank of America’s UHNW Advisory Strategist partners with Financial Advisors to provide holistic, portfolio-driven guidance for UHNW clients. You will anchor on deep investment expertise to deliver customized asset allocation and manager selection, spanning traditional and alternative strategies.

You will work with specialists across the bank to address lending, trust and estate planning, philanthropy and related wealth needs, leveraging CIO and ISG insights. 1st shift in the U.S.