Senior Portfolio Manager
24 ore fa
DescriptionThe 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 QualificationsA minimum of ***** 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 QualificationsUndergraduate 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 preferredThe ideal candidate will bring an appropriate mix of financial services expertise, management and business development experienceSkillsAdvisoryClient Investments ManagementCustomer and Client FocusInvestment ManagementPresentation SkillsActive ListeningAnalytical ThinkingAttention to DetailClient Experience BrandingValuation Ethics and Practice StandardsCollaborationCritical ThinkingData Quality ManagementTradingWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40#J-*****-Ljbffr
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Senior Portfolio Manager
5 giorni fa
napoli, Italia Bank of America 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
1 settimana fa
casalnuovo di 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
2 settimane 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
1 settimana fa
napoli, Italia Bank of America 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
1 settimana 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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Senior Portfolio Manager
1 settimana fa
casalnuovo di 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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Napoli, 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 ***** years of experience, with demonstrated expertise in managing high net worth clients and knowledge of fiduciary standards.This position offers a competitive salary...
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Senior Portfolio Architect for UHNW Client Solutions
1 settimana fa
napoli, 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
1 settimana fa
napoli, 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 Wealth
2 settimane 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 ***** 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...
