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Portfolio Manager (1109-1)
$200M+ Independent Registered Investment Advisor seeks a client-facing
Portfolio Manager / Chief Investment Officer skilled with both managing money
and client relationships. Must be able to provide samples of portfolio
management models used.
Responsible for managing personal investment portfolios designed to achieve
the financial objectives of individual clients
Contribute written content for marketing materials
Maintain and enhance relationships with existing clients
Describe models and portfolio to clients
Work closely with team to deliver an integrated client experience
Promote investment product sales through regular client meetings and
discussions cover investment strategy, asset allocation and the
goals/objectives of the client
5+ years of prior experience in wealth management/financial planning for high
net worth clients
Bachelor?s degree in related field
Excellent written and verbal communications skills as well as relationship
building and analytical skills
Advanced working knowledge of trust/tax/compliance issues would be a plus
Alternative Investments // Asset Management