Logo
Bank of America

UHNW Advisory & Portfolio Strategy Lead

Bank of America, New York, New York, us, 10261

Save Job

A leading financial institution is seeking an Ultra High Net Worth Portfolio Strategist located in New York. In this role, you will support Financial Advisors by delivering customized portfolio construction expertise to UHNW clients. You will collaborate with Specialists across the firm to provide comprehensive wealth management solutions. Candidates should have over 10 years' experience in financial services and strong communication skills. This full-time position requires a proactive approach to developing relationships and strategies. #J-18808-Ljbffr