Portfolio Manager
Portfolio Manager
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Job Description
This position as portfolio manager is with a privately held global asset management firm where you will be provided a roster of highnetworth clients with a specialized approach to private clients. The unique structure of this firm allows separation of sales and client service so you dont have to wear the many hats of a typical Financial Advisor.
The Opportunity:
As a portfolio manager you are the contact for clients in the U.S. You will join the team of internal portfolio decisionmakers research teams client service associates and sales professionals to give our clients the best service possible. This is a feeonly fiduciary firm so our compensation structure aligns with our clients best interests without relying on commissions. The comprehensive training offers a finance and capital markets education to understand our firms unique approach.
Responsibilities:
Build trusting relationships with our clients and educate them on our topdown portfolio strategy their investments and important market events.
Connect with clients on a quarterly basis to review their asset allocation
Rely on our sales team to gradually build your roster of highnet clients within the first year.
Qualifications:
- 3 years of instilling trust and building client relationship within the finance industry
- Series 65 (we will help you obtain upon starting)
- Bachelors degree or equivalent work experience
- A thoughtful consultative approach with an emphasis on client focus
Required Experience:
Manager
Employment Type
Full-Time
