Global Wealth Management Professional

3 weeks ago


Aventura, Florida, United States IDB Full time
About IDB Bank

IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people.

We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us.

We are committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

Role Overview: We are seeking an experienced Global Wealth Management Professional to join our team. The successful candidate will be responsible for overseeing and managing multi-asset portfolios for US Offshore clients, ensuring alignment with investment strategies and client objectives.

The ideal candidate will have a minimum of 5 years of experience in portfolio management, investment analysis, or a related field, and proficiency in Spanish or Portuguese is a plus.

Estimated Salary: $180,000 - $250,000 per year, depending on experience

Key Responsibilities
  • Portfolio Management:
    • Oversee and manage multi-asset portfolios catered to US Offshore clients, ensuring alignment with investment strategies and client objectives.
    • Execute trades based on Chief Investment Officer's (CIO) directions, ensuring precision and timeliness.
    • Monitor portfolio performance and make adjustments as necessary to optimize returns and manage risk.
  • Due Diligence and Monitoring:
    • Conduct comprehensive due diligence on potential fund investments, including evaluating fund performance, risk factors, and alignment with investment goals.
    • Continuously monitor current investments to ensure they meet performance expectations and adhere to investment guidelines.
    • Prepare detailed reports on due diligence findings and ongoing investment performance for review by the investment team and board committees.
  • Client Engagement:
    • Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment advice.
    • Meet with clients regularly to review portfolio performance, discuss strategies, and address any concerns or questions.
    • Serve as the primary point of contact for client inquiries, providing exceptional service and support.
Required Skills and Qualifications
  • Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree or relevant certifications (e.g., CFA) preferred.
  • Minimum of 5 years of experience in portfolio management, investment analysis, or a related field.
  • Proficiency in Spanish or Portuguese.
  • Strong understanding of US Offshore multi-asset portfolio management and trading.
  • Proven experience in conducting due diligence on fund investments and ongoing investment monitoring.
  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
  • Proficiency in financial software and tools, such as Bloomberg, Excel, Addepar, Morningstar, and portfolio management systems.
  • High attention to detail and accuracy in managing and reporting financial data.
  • Series 7
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.
Benefits
  • A comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us.
  • A commitment to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.


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