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Portfolio Manager

Cincinnati, OH 45236

Posted: 01/03/2024 Employment Type: Direct Hire Industry: Wealth Management Job Number: 11863 Pay Rate: 115,000

Job Description

Portfolio Manager
Unlock a rewarding career as a Portfolio Manager! Manage high-net-worth clients, contribute to investment strategies, and enjoy a flexible work schedule in a growth-oriented environment.

Why you should work here:
  • Be part of our company’s portfolio management team, working with individual, family, and trust account clients.
  • Enjoy a flexible work schedule while managing high-net-worth clients, contributing to the growth objectives of the company.
Responsibilities include:
  • Contribute to the development and implementation of investment portfolio strategies.
  • Conduct research on economic sectors, industries, and companies within the company’s wealth research universe.
  • Manage and construct personal and institutional investment portfolios.
  • Focus on client account retention and contribute to soliciting, developing, managing, and retaining client relationships.
  • Contribute to decision making at the strategy and portfolio level.
What you need to succeed:
  • Bachelor's degree, preferably in finance or business administration.
  • 8-10+ years of industry experience in financial, wealth management, and investment management.
  • CFA or CFP designation (in process or studying for it).
  • Ability to manage a book of high-net-worth clients.
  • Polished and professional with flexibility in working hours.
Desired Skills:
  • Excellent investment and financial acumen.
  • Strong sales and relationship management skills.
  • Proficiency in Microsoft Office products.
  • Adherence to the highest ethical and professional standards.
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About Cincinnati, OH

Ready to embark on an exciting career journey in the vibrant city of Cincinnati, Ohio? Look no further! Cincinnati, situated on the northern banks of the Ohio River, offers a perfect blend of bustling urban life and scenic beauty. Known for its iconic skyline, historic architecture, world-class museums like the Cincinnati Art Museum, and top-notch performing arts venues such as the Aronoff Center for the Arts, this city has something for everyone. With the Cincinnati Reds and Cincinnati Bengals calling this city home, sports enthusiasts can cheer on their favorite teams at Great American Ball Park and Paul Brown Stadium. Explore the lush landscapes at Eden Park or indulge in the city's famous Cincinnati-style chili. Discover your next career opportunity amidst the enchanting charm and endless possibilities that Cincinnati has to offer. Dive into our job listings now and take the leap towards a fulfilling career in this dynamic region!