Bank of America
Ultra High Net Worth Portfolio Strategist
Bank of America
Job Description 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 are 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
Develop 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.
Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients, Lead the 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 our enterprise‑wide solutions that meet their clients’ needs, Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.
Partner with local Merrill Market Executives to deliver value add content to advisors.
Qualifications
10+ years’ experience in financial services industry
5+ years’ sales experience
Knowledge of traditional and Alternative Investments products
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills
Self‑motivated, adaptive, positive attitude and high energy; passion for achieving aggressive goals in an innovative and highly professional way
Series 7 and 63/65 pt 66 required
Advanced credentials like CFA®, CPWA®, CIMA® preferred
Desired Qualifications
Portfolio Construction and Analysis
Presentation Skills
Financial Markets expertise
Pipeline Management
Wealth Planning
Liability Management
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
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Business Development and Sales
Industry Banking
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Job Description 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 are 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
Develop 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.
Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients, Lead the 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 our enterprise‑wide solutions that meet their clients’ needs, Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.
Partner with local Merrill Market Executives to deliver value add content to advisors.
Qualifications
10+ years’ experience in financial services industry
5+ years’ sales experience
Knowledge of traditional and Alternative Investments products
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills
Self‑motivated, adaptive, positive attitude and high energy; passion for achieving aggressive goals in an innovative and highly professional way
Series 7 and 63/65 pt 66 required
Advanced credentials like CFA®, CPWA®, CIMA® preferred
Desired Qualifications
Portfolio Construction and Analysis
Presentation Skills
Financial Markets expertise
Pipeline Management
Wealth Planning
Liability Management
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
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Business Development and Sales
Industry Banking
#J-18808-Ljbffr