Bank of America is seeking a Portfolio Manager III to work in Princeton, NJ, focused on creating customized investment strategies for high-net-worth clients. The ideal candidate will possess extensive experience in financial consulting and demonstrate strong client relationship management skills
Job Summary
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies.
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics.
Matching Summary
Match Score: 85
Bank of America is seeking a Portfolio Manager III to work in Princeton, NJ, focused on creating customized investment strategies for high-net-worth clients. The ideal candidate will possess extensive experience in financial consulting and demonstrate strong client relationship management skills.