Portfolio Manager Iii

Bank of America

Chicago, United States
$135,600.00 - $300,000.00 annualized salary; discr...
High-net-worth client management
Discretionary portfolio management
Investment strategy development
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies

Job Summary

  • This job is responsible for working with complex, high-net-worth investors to create customized investment strategies.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for working with complex, high-net-worth investors to create customized investment strategies.

Salary

$135,600.00 - $300,000.00 annualized salary; Discretionary incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • High-net-worth client management
  • Discretionary portfolio management
  • Investment strategy development
  • Risk management and compliance
  • Client communication and reviews

Nice-to-have

  • Inclusive workplace culture
  • Team collaboration and mentorship
  • Business development experience
  • Financial wellness support

Key Requirements

  • 10+ years investment decision making
  • High-net-worth and ultra-high net worth client experience
  • Knowledge of fiduciary and financial products
  • Technical knowledge of investments, tax, legal
  • Negotiating, delegating and leadership skills

Work Rights

Not specified

Tailored Resume

Cover Letter