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Portfolio Manager - Fayetteville, Arkansas
Job Title: Portfolio Manager
Location: Fayetteville, Arkansas
Date: 03/14/03
Job Status: Full Time
Description: Listed below
Responsibilities:
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.
Qualifications:
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.
Computer literate.
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:stephen.j.weilert@bankofamerica.com 213 345-9083
Bank of America is an equal opportunity employer. M/F/D/V.
Note from the Editor
Trusts & Estates is the town center where experts who serve the planning needs of the ultra-wealthy gather to gain insight into their specialties and to learn about related professions. Community members include estate-planning lawyers, corporate and individual trustees, financial planners, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents, valuation experts and the like....More about us
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