Job Summary

• This job is responsible for working with complex, high-net-worth investors to create customized investment strategies.
• Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
• 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.

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Skills & Requirements

Key Requirements

• 10 years investment decision making
• High net worth client experience
• Financial consulting experience
• Knowledge of fiduciary products
• Technical investment knowledge
• Negotiating and leadership skills

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