Job Description
We are proud to partner with a great wealth management firm to recruit a sales-driven, highly independent Portfolio Manager to join their team. This senior role offers the opportunity to work with high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization, we invite you to explore this opportunity.
Key Responsibilities
- Develop and implement comprehensive investment strategies for high-net-worth clients
- Conduct sophisticated portfolio analysis and risk management
- Build and maintain relationships with institutional investment partners
- Collaborate with clients' other advisors (legal, tax, banking)
- ...
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