Jobs › Companies › Bank of America › ISG UHNW Portfolio Strategist

À propos de ce poste ISG UHNW Portfolio Strategist chez Bank of America

Bank of America · Sur site · Tampa

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.


Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.


Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.


At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!


Job Description:
This job is responsible for partnering with Financial Advisors to assist in delivering holistic investment guidance to existing and prospective UHNW clients. Key responsibilities include providing guidance through personalized product and platform agnostic portfolio construction process utilizing CIO and ISG solutions. This job typically works under direction of senior associates to determine if there is opportunity to deepen UHNW relationships and facilitate engagement with resources across the firm to deliver the full breadth of UHNW capabilities.


The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances.  Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond.

 

Responsibilities:

  • Develops relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.
  • Strategizes with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suit of solutions to prospective clients.
  • Leads the portfolio construction process for new money opportunities with UHNW clients and prospects.                      
  • Delivers investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.
  • Partners and collaborates with enterprise Specialists to ensure full scope of the client’s wealth needs are met.         
  • Partners with local Merrill Market Executives to deliver value add content to advisors.

 

Required Qualifications:

  • Series 7 and 66 licenses
  • 10+ years’ experience in financial services industry   
  • 5+ years' sales experience   
  • Strong communication, interaction and presentation skills
  • Self-motivated, adaptive, positive attitude and high energy        
  • Bachelor’s degree

 

Desired Qualifications:

  • Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors
  • Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc.)

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40
Prêt à postuler chez Bank of America ?
Postuler chez Bank of America

À propos de Bank of America

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in t

Voir tous les emplois chez Bank of America →

Emplois similaires

Bank of America
Relationship Banker - New Haven Area
Bank of America
⚡ Postuler tôt New Haven Sur site $52,000–$55,682
● Nouveau 👁 Vu ✓ Postulé il y a 22 h
Bank of America
GB/GM AML Data Analytics & Reporting - Quantitative Analyst
Bank of America
⚡ Postuler tôt Charlotte Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 22 h
Bank of America
Client Reporting Senior Analyst
Bank of America
⚡ Postuler tôt Plano Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 22 h
Bank of America
Financial Solutions Advisor - Registration Candidate - Northwest Houston Area
Bank of America
⚡ Postuler tôt Cypress Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 22 h
Bank of America
Delivery Lead- Technology
Bank of America
⚡ Postuler tôt Plano Sur site $78,200–$157,800
● Nouveau 👁 Vu ✓ Postulé il y a 22 h
Bank of America
Business Control Manager - Consumer Governance and Enablement
Bank of America
⚡ Postuler tôt Charlotte Sur site $104,000–$159,900
● Nouveau 👁 Vu ✓ Postulé il y a 22 h
Bank of America
Global Financial Crimes Manager- Proficiency Coach Manager
Bank of America
⚡ Postuler tôt Charlotte Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 22 h
Bank of America
Relationship Banker
Bank of America
⚡ Postuler tôt Frisco Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 22 h
Bank of America
Red Hat Linux Administrator - Tech Ops Specialist II
Bank of America
⚡ Postuler tôt Charlotte Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 22 h

Inscrivez-vous pour des suggestions adaptées aux emplois que vous ouvrez et aux recherches que vous enregistrez.

Plus d’emplois chez Bank of America

Voir tous les emplois chez Bank of America →

Postuler maintenant
🤖

Doucement — un instant

JobsRadar a été conçu pour de vraies personnes qui traversent une période difficile dans leur recherche d’emploi — pas pour des requêtes automatisées. Vous cliquez beaucoup trop vite et vous êtes maintenant temporairement bloqué.

Revenez plus tard. Si vous cherchez réellement un emploi, nous sommes de votre côté — agissez simplement comme un être humain.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Prenez une longueur d’avance dans votre recherche d’emploi.

Rejoignez notre canal Telegram pour ce qui vous aide à décrocher le poste — références salariales, le pouls hebdomadaire du marché et les annonces de nouveautés. Pas de spam, que du signal.

Rejoindre le canal — c’est gratuit