Senior HNW Portfolio Manager

Location

On-Site | Multiple Location

Job Type

Full-Time

Salary

Negotiable (Relocation costs reimbursed, full medical dental no co pay)

Discipline

Financial Services

Our growing client, a global Wealth, Portfolio Management firm, has a full-time Senior Portfolio Manager for HNW retail wealth clients. (not institutional or real estate)

The candidate will work with a team in developing and delivering a capability-based investment and portfolio management framework, based on the strategic planning framework, which represents a repeatable and efficient approach for investment and portfolio management.

Qualifications:

  • Working knowledge of the business systems investment certification requirements and processes.

  • Expert knowledge of industry accepted standards and best practices related to investment management and portfolio management.

  • Experienced in speaking and working directly with HNW & UHNW clients.

  • Demonstrated experience implementing or transforming an organization’s investment and portfolio management processes, resulting in positive outcomes.

  • Direct and relevant experience in their area of expertise.

  • Expert knowledge and ability to communicate effectively in both oral and written forms with all levels of staff, as well as directly to HNW clients. (not institutional)

  • Ability to work independently or with limited supervision.

  • Possess critical thinking, problem solving, and initiative/proactive skills.

  • Demonstrated working knowledge and understanding of tools such as MS Office Suite.

  • Licensed to speak to clients in all asset classes.

Seniority Level:

  • Director

Industry:

  • Capital Markets/Wealth/Investment Management UHNW/HNW Direct client facing

Employment Type:

  • Full-time; On-site - multiple locations (Relocation costs reimbursed, full medical dental no co pay)

Job Functions:

  • Finance

  • Investments

  • Sales

Screening Questions / Required Qualifications:

  • Are you willing to undergo a background check, in accordance with local law/regulations?

  • Ideal Answer: Yes

Preferred Qualifications:

  • How many years of work experience do you have with Investment Management direct with clients ?

  • Ideal Answer: Minimum: 5

  • How many years of work experience do you have with Wealth Planning direct with clients ?

  • Ideal Answer: Minimum: 3

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