Bank Of America Ultra High Net Worth Portfolio Strategist 

United States, Texas, Dallas 

11330294

Job 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:

• 8+ years’ experience in financial services industry
• 5+ years sales experience
• Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors
• Self-motivated, adaptive, positive attitude and high energy are a must.
• Bachelor’s degree or equivalent experience.
• Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc..)
• Series 7 and 66 licenses

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