Manage investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity)
Contribute to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team.
Directly responsible for hitting a specific sales target
Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients
Analyze and plan the overall investment strategy with continuous revision as goals and objectives change
Requirements
10+ years of investment management experience, which may include research
Decision making, sales, and negotiating skills
Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients
Technical expertise with a broad range of investment solutions
Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA