Key Private Bank Senior Portfolio Strategist
Core
Manages and constructs investment portfolios for ultra-high-net-worth clients within a fiduciary framework, advising on strategies and customizing portfolios to meet client goals.
Role type
Senior Private Bank Portfolio Strategist
Builds
Customized investment portfolios and asset allocation strategies for ultra-high-net-worth clients
Domain
Private Banking / Wealth Management / Investment Management
Required skills
Portfolio management, Asset allocation, Open architecture platform experience, Fiduciary standards compliance, Client relationship management, Financial market analysis, Investment strategy design, Regulatory compliance, Team collaboration, Business development
Preferred skills
Bachelor's degree in related field, Sales success track record, Trust accounting system proficiency, Portfolio management system proficiency
Technologies
Open architecture platform, Trust accounting system, Portfolio management system
Responsibilities
Manage large, complex discretionary investment portfolios; Evaluate client goals and risk tolerance to design customized portfolios; Implement and manage asset allocation strategies; Monitor portfolio performance and recommend adjustments; Partner with Relationship Managers on client reviews and strategy; Confer with clients and external advisors on investment strategy; Meet growth objectives through relationship expansion and new business development.
Seniority
Senior, hands-on IC