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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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