Company: Bank of America
Location: Del Mar, CA.
Advisor to and manage of larger, more complex portfolios of high net worth clients.
Retain and grow the business through referrals.
Act as subject expert in new business presentations.
High level of client/prospect contact.
Qualifications: Minimum of 5 to 8 years of successful senior PM experience working with HNW individuals.
Experience with alternative asset classes, hedge funds, private equity and derivatives.
Consultative approach to asset allocation and implimentation strategy.
Demonstrated oral/written/presentation skills.
Proven business development skills.
Customer service and detail oriented.
Graduate 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]
Bank of America is an equal opportunity employer. M/F/D/V.