10 ott - Napoli
GHR
h3Job Description: /h3 pAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! /p h3Job Summary: /h3 pWorks with complex High Net Worth Investors to create customized investment strategies. Responsible for understanding strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments. Portfolio Managers (PMs) can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies. Manages individual securities (stocks, bonds, REITs, MLPs, etc.), SMAs, alternative investments, and Specialty Assets (i.e. Timber, Farm, Oil and Gas), in addition to monitoring the portfolios and rebalancing to ensure alignment of asset allocation with client's investment objectives and risk tolerances. Usually manages the firm’s the most complex and sophisticated relationships. /p h3Job Description:
/h3 pThe Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. /p ul liOversee completion of investment policy statement. /li liAct as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions. /li liSupport PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients. /li liDevelop and recommend strategies to achieve the investment goals of clients. /li liMeet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate. /li liConduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction. /li liSupport revenue growth of the market by meeting individual investment management, credit and deposit goals. /li liMay be responsible for developing and marketing specialized asset allocation products and services. /li liSupervising, mentoring and coaching more junior staff. /li /ul h3Required Qualifications:
/h3 ul liA minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. /li liThis individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. /li liKnowledge of fiduciary and financial products and services required through extensive related work experience. /li liBroad-based technical knowledge of investments, tax, legal and operations necessary to service clients. /li liKnowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. /li liSkills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. /li /ul h3Desired Qualifications: /h3 ul liUndergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. /li liA graduate degree such as MBA or JD preferred /li liThe ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience /li /ul h3Skills: /h3 ul liAdvisory /li liClient Investments Management /li liCustomer and Client Focus /li liInvestment Management /li liPresentation Skills /li liActive Listening /li liAnalytical Thinking /liliAttention to Detail /li liClient Experience Branding /li liValuation Ethics and Practice Standards /li liCollaboration /li liCritical Thinking /li liData Quality Management /li liTrading /li liWritten Communications /li /ul h3Minimum Education Requirement: /h3 pHigh School Diploma / GED / Secondary School or equivalent /p h3Shift: /h3 p1st shift (United States of America) /p h3Hours Per Week: /h3 p40 /p #J-18808-Ljbffr
10 ott - Milano
Squire Patton Boggs
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Fercam
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