Job Title: Portfolio Manager
Location: Charlotte, NC
Position Number: 24330
Job Status: Full Time
Description: Listed below
Consultative advisor to and manager of HNW client portfolios.
Provide investment expertise and advice to HNW clients on a broad range of financial products and solutions.
Retain and grow the business by enhancing client relationships.
Minimize risk in client portfolios while adhering to investment guidelines.
Act as subject expert in new business presentations.
High level of client/prospect contact.
Minimum of 7 to 10 years of successful senior PM experience working with HNW individuals.
Experience with alternative asset classes, hedge funds, private equity, derivatives, etc. Consultative approach to asset allocation and implementation strategy.
Demonstrated oral/written/presentation skills and ability to work and contribute in a team environment.
Proven business development skills.
Customer service and detail oriented.
Degree, CFA preferred.
Legally able to work in the United States.
If you meet or exceed these criteria, please e-mail or FAX your resume to:[email protected] 213 345-9083
Bank of America is an Equal Opportunity Employer, M/F/D/V.