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Senior Private Wealth Portfolio Manager
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-17
Listing for:
Bank of America
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of America is seeking an experienced investment leader in San Francisco to manage discretionary portfolios for high-net-worth clients. You will design strategies, supervise asset allocation, and ensure compliance while delivering proactive client communication.
The role requires at least 10 years in financial consulting with wealth management experience, and credentials such as CPA, CFP, or CFA are preferred. Competitive benefits and a performance‑driven culture are offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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