Senior Portfolio Advisor
Jobtailor
Manage investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity) Contribute to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team. Directly responsible for hitting a specific sales target Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients Analyze and plan the overall investment strategy with continuous revision as goals and objectives change Requirements 10+ years of investment management experience, which may include research Decision making, sales, and negotiating skills Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients Technical expertise with a broad range of investment solutions Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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