About this opportunity
Bank of America lists this UHNW Portfolio Strategist: Asset Allocation & Advisory opportunity in tampa, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Bank of America in Tampa seeks an UHNW Portfolio Strategist to help deliver customized investment guidance to existing and prospective ultra-high-net-worth clients. You will anchor on deep investment expertise to drive asset allocation and manager selection within the CIO framework.
You will partner with Financial Advisors and Specialists to deliver holistic wealth solutions, including lending, estate planning, and philanthropic services, while guiding client discovery and portfolio construction
#J-18808-Ljbffr
Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.