Private Wealth Management - Investment Portfolio Manager
Core
Manages individual and/or trust account assets and investment relationships to meet Net Portfolio growth objectives.
Role type
Private Wealth Management Investment Portfolio Manager
Builds
Client investment portfolios and retention strategies
Domain
Financial Services / Private Wealth Management
Required skills
Investment management, Finance knowledge, Economics, Business acumen, Sales, Relationship management, Client services, Strategic presentation, Independent decision making
Preferred skills
Thorough understanding of investment management, Strong knowledge of finance/economics/business, Sales and relationship management, Client services, Strategic presentation, Independent decision making, Communication skills
Technologies
N/A
Responsibilities
Manage individual and/or trust account assets, Manage investment relationships consistent with client objectives, Solicit, develop, manage, and retain client relationships, Meet Net Portfolio growth objectives
Seniority
Senior, hands-on IC