Portfolio Manager

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This a privately held global asset management where you will be provided a roster of high-net-worth clients a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don’t have to wear the "many hats" of a typical Financial Advisor.

The Opportunity:

As a portfolio manager you are the contact for clients in the U.S. You will join the team of internal portfolio decision-makers, research teams, client service associates, and sales professionals to give our clients the best service possible. This is a fee-only fiduciary firm, so our compensation structure aligns with our clients’ best interests without relying on commissions. The comprehensive training offers a finance and capital markets education to understand our firm’s unique approach.

Responsibilities:

Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.

      Connect with clients on a quarterly basis to review their asset allocation

Rely on our sales team to gradually build your roster of high-net- clients within the first year.

Qualifications:

• 3+ years of instilling trust and building client relationship within the finance industry
  
• Series 65 (we will help you obtain upon starting)
  
• Bachelor's degree or equivalent work experience