Portfolio Manager

Be among the first 25 applicantsPresident and CEO Executive Search Firm in Wealth Management, PE and Family OfficeOur client is an award-winning multi-state bank that is expanding its presence in Las Vegas, NV.
They are looking to bring on a new Portfolio Manager to help nurture their growth.
The role is 30-40% client-facing and works closely with other Wealth Management team members, especially wealth advisors, to solicit new business and service.Basic Job Duties Include:Manage and support investment portfolios for HNW individuals and institutional clients.Explain and differentiate various investment strategies and opportunities.Engage in new business development and client retention activities.Demonstrate expertise in mutual funds, ETFs, separately managed accounts, and private capital.Analyze, propose, and document portfolio trades in a team environment.Communicate with clients about their accounts, market conditions, and investment trends.Implement investment decisions, execute trades, and rebalance client accounts.Work with relationship managers and operations teams to execute.Complete investment projects, evaluate market trends, and analyze securities.Ideal Candidate Profile:Extensive experience in investment management and portfolio strategy for HNW clients.Proven track record of successfully working with high-net-worth individuals.Strong financial acumen and deep understanding of capital markets.Ability to thrive in a client-focused, relationship-driven environment.Education and Experience:Bachelor's degree in Finance, Economics, Financial Planning, or a related field.10+ years of relevant experience in wealth and investment management.How to Apply:If you're interested, feel free to contact me directly at 314-949-3131 or schedule a time that works best for you on my calendar here: calendly.com/erin-keller1231Please email your resume to: ****** LevelMid-Senior levelEmployment TypeFull-timeJob FunctionAnalystIndustriesFinancial Services and Investment Management
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