Senior Portfolio Manager

Bank of America

Naples, United States of America
High net worth investor management
Customized investment strategies
Discretionary portfolio management
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • Portfolio Managers (PMs) can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Skills & Requirements

Must-have

  • High Net Worth Investor management
  • Customized investment strategies
  • Discretionary portfolio management
  • Individual securities management
  • Client investment objectives alignment
  • Financial consulting experience

Nice-to-have

  • Superior client service skills
  • Relationship management skills
  • Leadership and delegation
  • Business development experience

Key Requirements

  • 10-15 years investment decision making
  • High Net Worth and Ultra-High Net Worth clients
  • Wealth management/private banking/trust experience
  • Knowledge of fiduciary and financial products
  • Broad-based technical investment knowledge
  • Negotiating and delegation skills

Work Rights

Not specified

Tailored Resume

Cover Letter