Portfolio Management Officer

Welcome to Bank of America! We are a leading financial institution with a strong focus on delivering exceptional customer service and innovative solutions to meet the evolving needs of our clients. As a Portfolio Management Officer, you will play a vital role in our team by managing and optimizing our clients' portfolios to help them achieve their financial goals. We are seeking a highly motivated individual with a strong background in finance, exceptional analytical skills, and a passion for building long-lasting relationships with our clients. Join us and be a part of a dynamic and collaborative environment that values diversity and encourages growth and development.

1. Develop and maintain strong relationships with clients through regular communication and proactive portfolio management.
2. Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to create customized portfolio strategies.
3. Monitor and evaluate portfolio performance, making adjustments as needed to ensure alignment with clients' objectives.
4. Stay up-to-date with market trends and industry developments to provide informed recommendations to clients.
5. Collaborate with other team members and departments to enhance the overall client experience and promote cross-selling opportunities.
6. Maintain accurate and detailed records of client interactions and portfolio performance to ensure compliance with regulatory requirements.
7. Act as a trusted advisor to clients, addressing any questions or concerns they may have and providing timely and effective solutions.
8. Continuously identify and pursue opportunities to improve processes and procedures to increase efficiency and effectiveness.
9. Stay abreast of changes in industry regulations and compliance standards, ensuring adherence to all policies and procedures.
10. Act as a brand ambassador for Bank of America, promoting our products and services and maintaining a positive image in the financial industry.

According to JobzMall, the average salary range for a Portfolio Management Officer in New York, NY, USA is between $83,000 and $140,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or organization the individual works for. Some Portfolio Management Officers may earn higher salaries if they work for larger or more prestigious financial institutions. Additionally, bonuses and other forms of compensation may also be included in their overall salary package.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.