Portfolio Manager

Category: 
Banking & Financial Services
Job Location: 
Houston, TX

I am representing a strong financial institution that is looking for an experienced Portfolio Manager with a CFA (desired but not required) to manage private client investment portfolios.  Ideally this professional with have at least at least 8 years of solid portfolio management and client contact experience within a Trust or investment department.  This individual will work to decipher the adequate investment vehicle.  

 

Qualifications

Candidate must possess strong marketing and business development skills; minimum 8+ years experience in investments services, preferably in high net worth relationships; in-depth understanding of the needs of the high net worth clients; deep understanding of ultra affluent market; excellent presentation and writing skills. 

 

Requirements

8 years of experience

Help to grow assets under management by both participating in business development efforts and by growing client portfolios.

Serve as both client portfolio manager and, as appropriate, client relationship manager.

Periodically report to the client on these investments and results in person and/or writing.

Bachelor's Degree

CFA, CFP, MBA, JD strongly preferred. Estate Planning is a plus.

 

Relocation available.

Recruiter Name: 
Byron Vargas
Recruiter Phone: 
(262) 886-8000 ext. 260

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