Teams at Bank of America

Manages customized discretionary investment portfolios for high-net-worth and ultra-high-net-worth clients. Responsibilities include asset allocation, portfolio construction, security and manager selection, trade execution, risk management, compliance, performance reviews, market analysis, and proactive client communication. The role also supports client retention, business development, integrated wealth-management solutions, and mentoring associates.

Responsible for acquiring new clients, managing client relationships, and promoting the bank's private banking services while ensuring compliance with SAFE Act requirements.

The Merrill Lending Solutions Advisor II drives adoption of lending solutions, manages credit activities, and engages with UHNW clients while ensuring risk management and profitability goals are met.