VP Portfolio and Wealth Advisory

VP Portfolio and Wealth Advisory RoleRobert Half - US is seeking a highly skilled VP Portfolio and Wealth Advisory professional to join our team in midtown Manhattan, New York. As a key member of our wealth management team, you will be responsible for providing exceptional client service, developing and implementing portfolio strategies, and collaborating...

Key ResponsibilitiesThe ideal candidate will possess a strong background in client relationship management, portfolio strategy, and asset allocation. Key responsibilities include:Conducting in-depth analysis and executing projects for client portfolios, encompassing investment management, wealth transfer, and tax planning.Developing and editing presentations...

Key ResponsibilitiesThe VP Portfolio and Wealth Advisory role involves managing client relationships, developing portfolio and wealth strategies, and allocating assets effectively.Key Responsibilities:Conduct in-depth analysis and execute projects for client portfolios, encompassing investment management, wealth transfer, and tax planning.Develop and edit...

Job Title: VP, Portfolio ManagementJob Description:Rabobank Wholesale Banking North America is seeking an experienced professional to join our team as a VP, Portfolio Management. As a key member of our Value Chain Finance team, you will be responsible for managing a portfolio of transactions, analyzing market trends, and providing strategic recommendations...

Job Title: VP, Portfolio ManagerJob Summary:Rabobank Wholesale Banking North America is seeking a highly skilled VP, Portfolio Manager to join our team. As a key member of our Value Chain Finance team, you will be responsible for managing a portfolio of transactions, analyzing market trends, and providing strategic recommendations to clients.Key...

Job Title: Vice President - Investment Strategy and Portfolio Advisory GroupAbout the Role:We are seeking a Vice President to join our Investment Strategy Group (ISG) and Portfolio Advisory Group (PAG) teams. As a key member of our team, you will work closely with Portfolio Managers and Private Wealth Advisors to help create an exceptional overall investment...

We represent a private investment manager looking to hire an Assistant General Counsel to support their Private Wealth business.The ideal candidate will have 5+ years of experience in private wealth legal and compliance issues. Responsibilities:-Provide strategic advice on legal and regulatory issues affecting the Private Wealth business including advising...

Join Goldman Sachs Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own.As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment...

We represent a private investment manager looking to hire an Assistant General Counsel to support their Private Wealth business.The ideal candidate will have 5+ years of experience in private wealth legal and compliance issues. Responsibilities:-Provide strategic advice on legal and regulatory issues affecting the Private Wealth business including advising...

Portfolio Advisory AnalystMichael Page is seeking a highly skilled Portfolio Advisory Analyst to join our team in Midtown, NYC.About the Role:Develop and maintain in-depth knowledge of the Alternative Investment/asset management industry, economy, and equity markets.Utilize comprehensive understanding of economic, financial, fundamental, and technical...

Job SummaryWe are seeking a seasoned professional to lead our Wealth Management industry practice. As a strategic advisor, you will provide guidance to clients on portfolio management, client onboarding, risk assessment, and regulatory compliance.Key ResponsibilitiesDevelop and implement innovative solutions to address client challengesConduct in-depth...

Unlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...

Role OverviewThis is a leadership position within Slalom's global team, focusing on wealth management. The ideal candidate will have extensive experience in the industry, with a proven track record of success in consulting and advisory roles. The role requires strategic guidance and advisory services to clients, including portfolio management, client...

Job Title: Associate General Counsel – Private WealthAt The Artemis Group Ltd., we are seeking an experienced Associate General Counsel – Private Wealth to join our Legal Department. This role will play a critical part in shaping the legal and regulatory framework for our Private Wealth business.Key Responsibilities:Provide strategic advice on legal and...

About the RoleWe are seeking a seasoned professional to join our team as a Wealth Management Industry Expert. As a key member of our global industry team, you will provide strategic guidance and advisory services to clients in the wealth management industry.Key ResponsibilitiesProvide strategic guidance and advisory services to clients in the wealth...

About the RoleWe are seeking a seasoned professional to lead our Wealth Management industry team. As a key member of our Global Industry team, you will provide strategic guidance and advisory services to clients in the wealth management industry.Key ResponsibilitiesProvide strategic guidance and advisory services to clients in the wealth management industry,...

At Corient Private Wealth LLC, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...

About the RoleThis is a high-profile position within Slalom's global team, requiring a seasoned professional with extensive experience in wealth management. The ideal candidate will have a strong track record of success in consulting and advisory roles, with a deep understanding of financial advisory services, wealth management operations, and regulatory...

Job Title: ISG Portfolio AnalystJob Summary:At Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As an ISG Portfolio Analyst, you will play a critical role in delivering portfolio analyses to Portfolio Strategists and Advisors, and assisting in identifying actionable ideas to align with GWIM...

The OpportunityAs an Advisory Risk Oversight Consultant, you will join a team that is focused on managing investment policies for the firm's investment advisory programs, as well as related brokerage and insurance related products and services. This role will be actively engaged in the construction and monitoring of investment policy guidelines and will...