Portfolio Manager III Bank of America
Overview
Portfolio Manager III at Bank of America leads investment strategy for high-net-worth clients. This role drives client retention and business development while mentoring associates. It offers a collaborative in-office environment focused on growth and wellness.
What You'll Do8
- 1Understand client situations to develop tailored investment strategies
- 2Manage full client portfolio including asset allocation and security selection
- 3Execute trades and manage risk across equities fixed income alternatives
- 4Collaborate with teams to provide integrated solutions
- 5Review performance and market changes with clients
- 6Stay updated on market trends and regulatory updates
- 7Develop client relationships with integrity and diligence
- 8Mentor associates and support team development
Requirements8
- 1Minimum 10 years investment decision making with high-net-worth clients
- 2Proven track record in wealth management private banking or trust fields
- 3Credentials such as CPA CFP or CFA
- 4Strong knowledge of fiduciary standards and financial regulations
- 5Bachelor's degree in finance accounting economics or related field
- 6Graduate degree preferred MBA or JD
- 7Experience with investment negotiation delegation and leadership
- 8Excellent client service and relationship management skills
Salary Insight
Salary not disclosed in listing
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