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trak group
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https://www.thetrakgroup.com
https://www.thetrakgroup.com
USD
115000
YEAR
true
Portfolio Manager
Posted: 01/03/2024
2024-01-03
2024-08-02
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:
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.
- 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.
- 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.
- 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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