Not specified; not specified; competitive benefits...
Not specified
10-15 years investment decision making experience
High net worth client relationship management
Fiduciary standards and regulatory knowledge
Bank of America Merrill Lynch is seeking a Senior Portfolio Manager to develop and manage customized investment strategies for high net worth clients. The role requires extensive experience in investment decision-making and client relationship management, with a focus on sophisticated financial solutions
Job Summary
The role involves working with complex High Net Worth Investors to create customized investment strategies that align with their unique goals.
Candidates will act as the investment quarterback, overseeing all aspects of portfolio construction including manager selection and vehicle type determination.
Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Senior Portfolio Manager to develop and manage customized investment strategies for high net worth clients. The role requires extensive experience in investment decision-making and client relationship management, with a focus on sophisticated financial solutions.
Salary
Not specified; Not specified; Competitive benefits package offered
Skills & Requirements
Must-have
10-15 years investment decision making experience
High net worth client relationship management
Fiduciary standards and regulatory knowledge
Discretionary portfolio management expertise
Alternative investments and specialty assets
Nice-to-have
Superior client service and relationship skills
Mentoring and coaching junior staff
Business development and revenue growth focus
Strong negotiation and delegation abilities
Active listening and critical thinking skills
Key Requirements
Minimum 10-15 years in wealth management or private banking
Extensive knowledge of fiduciary standards and laws
Broad-based technical knowledge of tax, legal, and operations
Experience managing ultra-high net worth client relationships