Portfolio Manager III Bank of America
Overview
The Portfolio Manager III at Bank of America leads investment strategy development for high-net-worth clients. This role drives client retention and business growth while mentoring associates. It emphasizes inclusive collaboration and flexible in-office work.
What You'll Do9
- 1Understand client situations to design tailored investment strategies
- 2Manage full portfolio including asset allocation and security selection
- 3Execute trades and monitor risk compliance
- 4Collaborate with teams on integrated solutions like equities and alternatives
- 5Engage clients on performance and market changes
- 6Stay updated on market trends and regulatory updates
- 7Develop client relationships with ethical integrity
- 8Drive business development and retain existing clients
- 9Analyze economic data to mitigate investment risks
Requirements10
- 1Minimum 10 years investment decision-making experience with high-net-worth clients
- 2Proven track record in wealth management or private banking
- 3Credentials such as CPA CFP or CFA
- 4Strong knowledge of fiduciary standards and financial regulations
- 5Bachelor's degree in finance economics or related field
- 6Graduate degree preferred MBA or JD
- 7Experience with negotiation delegation and leadership
- 8Excellent client service and relationship management skills
- 9Secondary school diploma required
- 10Shift availability for 1st US hours
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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