Senior Portfolio Manager
3 settimane fa
Description The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. Oversee completion of investment policy statement. Act as a technical / industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions. Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients. Develop and recommend strategies to achieve the investment goals of clients. Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate. Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction. Support revenue growth of the market by meeting individual investment management, credit and deposit goals. May be responsible for developing and marketing specialized asset allocation products and services. Supervising, mentoring and coaching more junior staff. Required Qualifications A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and / or trust field. Knowledge of fiduciary and financial products and services required through extensive related work experience. Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. Desired Qualifications Undergraduate degree in Finance, Accounting, Economics or equivalent financial services / business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. A graduate degree such as MBA or JD preferred The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr
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Senior Portfolio Manager
3 settimane fa
Palma Campania (NA), Italia Bank of America A tempo pienoDescription The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection. Oversee completion of investment policy statement. Act as a technical / industry expert in managing complex individual and family client...
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Senior Portfolio Architect for UHNW Client Solutions
3 settimane fa
Campania, Italia Bank of America A tempo pienoA global financial institution in Campania seeks a Portfolio Manager responsible for overseeing complex client relationships and ensuring effective portfolio construction. Candidates must have 10-15 years of experience, with demonstrated expertise in managing high net worth clients and knowledge of fiduciary standards. This position offers a competitive...
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Senior Portfolio Architect for UHNW Client Solutions
3 settimane fa
Palma Campania (NA), Italia Bank of America A tempo pienoA global financial institution in Campania seeks a Portfolio Manager responsible for overseeing complex client relationships and ensuring effective portfolio construction. Candidates must have 10-15 years of experience, with demonstrated expertise in managing high net worth clients and knowledge of fiduciary standards. This position offers a competitive...
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Divisional Director of Health and Wellness
3 settimane fa
Campania, Italia Experience Senior Living A tempo pienoThe Experience Senior Living Team is comprised of dynamic professionals that are fueled by their passion to empower people as they grow older to live life to the fullest. They are creators, architects, nurses, researchers, programmers, marketers, facilitators, developers, investors, and caregivers, all focused on making a positive impact on the lives of...
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Divisional Director of Health and Wellness
4 giorni fa
campania, Italia Experience Senior Living A tempo pienoThe Experience Senior Living Team is comprised of dynamic professionals that are fueled by their passion to empower people as they grow older to live life to the fullest. They are creators, architects, nurses, researchers, programmers, marketers, facilitators, developers, investors, and caregivers, all focused on making a positive impact on the lives of...
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Senior Product Manager
2 settimane fa
Campania, Italia Randstad Professional Italia A tempo pienoLa divisione Fashion & Luxury di Randstad Professionals, specializzata nella ricerca e selezione di Middle e Senior Management, per storica azienda tessile italiana, ricerca un : Senior Product manager La risorsa riportando al Board sarà inserita in un contesto dinamico e proattivo e avrà la responsabilità di strutturare la product supply chain ,...
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Remote Senior Bid Manager
3 settimane fa
Campania, Italia Herzum Software S.R.L. Unipersonale A tempo pienoA leading software company is looking for a Middle / Senior Bid Manager to join their remote team. The ideal candidate will manage Atlassian licensing offers and maintain relationships with clients while participating in public tenders across Europe. Proficiency in English and a C1 level in German are essential. This role offers a dynamic environment focused...
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UHNW Estate
3 settimane fa
Campania, Italia RSM A tempo pienoA global professional services firm in Campania is seeking a Tax Senior Manager to advise ultra-high net worth clients on comprehensive tax services. Responsibilities include leading client engagements, collaborating across specialties, and building strong client relationships. Ideal candidates will have over 8 years of experience in public accounting, with...
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UHNW Tax Senior Manager: Estate
3 settimane fa
Campania, Italia RSM A tempo pienoA leading professional services firm in Campania is seeking a Tax Senior Manager to provide expert tax services to ultra-high net worth clients. The ideal candidate will have over 8 years of public accounting experience, a strong background in private client taxation, and exceptional communication skills. This role offers a competitive salary and the...
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Divisional Director of Health and Wellness
2 settimane fa
Palma Campania (NA), Italia Experience Senior Living A tempo pienoThe Experience Senior Living Team is comprised of dynamic professionals that are fueled by their passion to empower people as they grow older to live life to the fullest. They are creators, architects, nurses, researchers, programmers, marketers, facilitators, developers, investors, and caregivers, all focused on making a positive impact on the lives of...
