Senior Portfolio Advisor, Wealth Management
Core
Manages a reduced set of major fee revenue producing accounts for large and sensitive high net worth personal trusts and individual investment portfolios, generating new business and directing investment strategies.
Role type
Senior IC wealth portfolio advisor
Builds
Investment portfolios and new business revenue for UHNW clients
Domain
Wealth Management / Asset Management
Required skills
Investment management, sales, negotiating, portfolio research, investment methodologies, risk management, financial principles, accounting
Preferred skills
MBA, CFA, CFP, CIMA, CPWA, CAIA
Technologies
Investment strategies, tools, capabilities, PM Dashboard
Responsibilities
Manage investment activities for major fee revenue producing accounts; Generate new business individually and with the sales team; Develop and direct execution of programs to achieve client investment objectives; Analyze and plan overall investment strategy; Maintain presence within the client facing team and coordinate with external parties; Engage in thought leadership publications and events; Provide feedback on national initiatives; Adhere to National Investment Guidelines and risk management practices.
Seniority
Senior, hands-on IC
