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Investment Portfolio Manager
4 weeks ago
This role is with a leading Portfolio Management firm with a significant presence in the industry. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.
Key Responsibilities- Manage a book of 150-200 high net worth clients with assets in excess of $500,000 (per household)
- Responsible for educating clients on the firm's investment philosophy and explaining portfolio decisions
- Help clients understand market events and stay on track to achieve their long-term financial goals
- Collaborate with cross-functional teams to deliver exceptional client service
The salary range for this position is $85,000-$120,000 + discretionary bonuses. Benefits include 100% coverage on all health/medical, dental and vision care for you and any dependents, as well as 401k matching.
About Staffing in MotionStaffing in Motion is a leading provider of recruitment services, dedicated to connecting top talent with industry-leading organizations. We pride ourselves on our commitment to excellence and our ability to deliver exceptional results.
