Senior Portfolio Manager
1 giorno fa
Overview 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. Responsibilities 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 High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week Not specified #J-18808-Ljbffr
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Senior Portfolio Manager
2 settimane fa
Napoli, Italia Altro A tempo pienoDescriptionThe 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 Manager
3 settimane fa
Casalnuovo di Napoli, Italia Altro A tempo pienoOverviewThe 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. ResponsibilitiesOversee completion of investment policy statement. Act as a technical / industry expert in managing complex individual and...
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Senior Portfolio Manager
1 giorno fa
Casalnuovo di Napoli, Italia Altro A tempo pienoOverview 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.Responsibilities Oversee completion of investment policy statement.Act as a technical / industry expert in managing complex individual and...
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Senior Portfolio Manager
8 ore fa
Napoli, Italia Bank Of America A tempo pienoOverviewThe 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.ResponsibilitiesOversee completion of investment policy statement.Act as a technical / industry expert in managing complex individual and...
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Senior Portfolio Manager
3 settimane fa
Napoli, Italia Bank of America A tempo pienoOverview 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. Responsibilities Oversee completion of investment policy statement. Act as a technical / industry expert in managing complex individual and...
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Napoli, Italia Bank Of America A tempo pienoAn established financial services firm seeks a Portfolio Manager in Naples, Italy, to manage and oversee client portfolios and investment strategies.The ideal candidate will have ***** years of experience with high net worth clients and a strong understanding of fiduciary and financial products.This role offers an opportunity to contribute significantly to...
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Senior Portfolio Architect for UHNW Wealth
1 giorno fa
Napoli, Italia Bank of America A tempo pienoAn established financial services firm seeks a Portfolio Manager in Naples, Italy, to manage and oversee client portfolios and investment strategies. The ideal candidate will have 10-15 years of experience with high net worth clients and a strong understanding of fiduciary and financial products. This role offers an opportunity to contribute significantly to...
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Portfolio Advisor
2 settimane fa
Napoli, Italia Northern Trust A tempo pieno-Northern Trust Naples, United States Posted 1 hour ago Permanent Competitive **Job Summary**: **Manages a full book of major fee revenue producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with wealth profiles between $5 - $50 million. Operates within the framework of our Goals Driven...
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It Project Portfolio Specialist
2 giorni fa
Napoli, Italia Msc Cruises A tempo pienoJOB PURPOSEMSC Cruises, the 3rd largest cruise operator globally, is seeking a highly skilled and experienced IT Project Portfolio Specialist within the Support Functions domain, specifically ERP, Supply Chain, HR and Guest Services, you'll play a pivotal role in streamlining IT portfolio management activities from end-to-end.Your responsibilities extend to...
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IT Project Portfolio Specialist
1 giorno fa
Napoli, Italia MSC CRUISES A tempo pienoJOB PURPOSE MSC Cruises, the 3rd largest cruise operator globally, is seeking a highly skilled and experienced IT Project Portfolio Specialist within the Support Functions domain, specifically ERP, Supply Chain, HR and Guest Services, you'll play a pivotal role in streamlining IT portfolio management activities from end-to-end. Your responsibilities extend...
