Wealth Portfolio Manager

Wealth Portfolio Manager

About Bank Of America:

Bank of America's core purpose is to elevate financial well-being by building meaningful connections. We prioritize Responsible Growth and strive to meet the needs of our clients, teammates, communities, and shareholders consistently. Our commitment shines through in our efforts to strengthen financial lives through impactful relationships.

Being an exceptional place to work is central to how we fuel Responsible Growth. This includes our dedication to creating an inclusive workplace, attracting and cultivating exceptional talent, supporting the physical, emotional, and financial well-being of our teammates, acknowledging and rewarding performance, and our impact on the communities we serve.

Bank of America encourages the growth of individuals' careers by offering opportunities for learning, progression, and making a difference. Start your journey with us!

Job Description:

As a Wealth Portfolio Manager you will be responsible for expanding and deepening client relationships by providing expert financial advice and identifying opportunities to meet clients' diverse needs. You will leverage the full suite of Private Banks capabilities, collaborating with both internal and external partners to drive a holistic, Branded Client Experience. Your role will focus on cultivating long-term relationships with high-net-worth clients and prospects, ensuring their financial goals are met with personalized and comprehensive solutions.

Responsibilities:

• Drives the growth of business activities across credit, asset management, and deposit sectors among the current customer base
• Guides challenging credit prospects, encompassing structured credit agreements
• The book's equity and annual financial returns demonstrate an upward trend
• Partners with and coaches Private Client Managers on intricate products and customer collaborations
• Operates as the Chief Operating Officer for the client team, coordinating relationship management tasks and ensuring the effective delivery of Branded Client Experience to enhance client fulfillment
• Emphasizes the importance of adopting digital advancements to optimize client and team interactions
• Develops and maintains connections with internal and external partners as well as influential groups

Required Qualifications:

• Substantial experience in successfully managing high-net-worth client relationships or comparable financial services background for over seven years
• Exceptional talent for excelling in a team-centric environment
• Displaying exceptional partnership and influence aptitudes in various interactions
• Comprehensive understanding of banking and credit: thorough knowledge of investments, trust management, and wealth transfer

Desired Qualifications:

• Enrolling in an MBA program or a postgraduate degree can open doors to new career paths and advancement opportunities
• Credentials such as CFP, CPA, CFA, CTFA, CFM, or JD serve as strong indicators of expertise and proficiency in the field

Skills:

• Client Management
• Client Solutions Advisory
• Loan Structuring
• Relationship Building
• Risk Management
• Active Listening
• Analytical Thinking
• Oral Communications
• Referral Management
• Underwriting
• Account Management
• Attention to Detail
• Collaboration
• Decision Making
• Financial Analysis

Necessary education level: attainment of a high school diploma, GED, or similar secondary school qualification

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