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Apr 25, 2003 12:00 PM
Portfolio Manager - Kansas City, MO
Job Title: Portfolio Manager
Location: Kansas City, MO
Date: 04/25/03
Position Number: 28446
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.
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