Portfolio Manager III

4 weeks ago


San Antonio, Texas, United States Bank of America Full time
Job Title: Portfolio Manager III

Job Summary: We are seeking a skilled Portfolio Manager III to join our team at Bank of America. As a key member of our wealth management team, you will be responsible for managing complex investment portfolios for high net worth clients. Your expertise in investment decision-making and financial consulting will be essential in creating customized investment strategies that meet the unique needs of our clients.

Key Responsibilities:
  • Develop and implement investment plans that align with client objectives and risk tolerances.
  • Manage individual securities, SMAs, alternative investments, and specialty assets to ensure optimal portfolio performance.
  • Monitor and rebalance portfolios to maintain alignment with client investment objectives.
  • Collaborate with clients to understand their investment goals and objectives.
  • Provide exceptional client service and support to ensure client satisfaction.

Requirements:
  • Minimum of 10-15 years of investment decision-making and financial consulting experience.
  • Proven track record of managing complex investment portfolios for high net worth clients.
  • Strong knowledge of fiduciary standards, principles, and applicable laws and regulations.
  • Excellent communication and interpersonal skills.

About Bank of America: Bank of America is a leading financial institution committed to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment that fosters growth and development. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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