Ultra High Net Worth Portfolio Strategist - Washington - Bank of America

    Bank of America
    Bank of America Washington

    1 week ago

    Bank of America background
    Description

    Ultra High Net Worth Portfolio Strategist

    Job Description:

    We help make financial lives better through the power of every connection by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders daily.

    Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

    The UHNW Advisory Strategist will partner with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm.

    Responsibilities:

    • Develop relationships with UHNW focused Financial Advisors to educate on team's capabilities and value proposition of the UHNW Portfolio Strategies and Analyst.
    • Strategize with Advisors on how to approach deepening existing UHNW client relationships and present full suite of solutions to prospective clients.
    • Lead portfolio construction process for new money opportunities with UHNW clients and prospects.
    • Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi-asset portfolio construction and traditional and alternative investment manager selection.
    • Engage advisors to deliver enterprise-wide solutions meeting clients' needs.
    • Partner and collaborate with Specialists to ensure full scope of clients' wealth needs are met.

    Requirements:

    • 8+ years experience in financial services industry
    • 5+ years sales experience
    • Previous experience in portfolio construction, manager selection, investment management or in Wealth Management investment support/sales role supporting Financial Advisors
    • Bachelor's degree or equivalent experience
    • Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc.)
    • Series 7 and 66 licenses

    Skills:

    • Market Analysis
    • Portfolio Management
    • Wealth Planning
    • Analytical Thinking
    • Client Investments Management
    • Client Solutions Advisory
    • Networking
    • Strategic Thinking
    • Business Acumen
    • Collaboration
    • Critical Thinking
    • Oral Communications

    This position supports the company's commitment to diversity, equity and inclusion.

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