Senior Portfolio Manager
5 days ago
At Finemark National Bank, we are seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our investment management department, you will be responsible for managing client portfolios and building meaningful relationships with our clients.
Job SummaryThis is a senior-level position that requires a minimum of 10+ years of experience in managing investment portfolios for a wealth management company. The ideal candidate will have a strong background in portfolio theory, fiduciary law, and advanced investing skills.
Key Responsibilities- Portfolio Management: Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines.
- Relationship Management: Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth, and exceeding client expectations.
- Business Development: Actively participate and engage in business development activities, securing new clients and growing existing relationships.
- Bachelor's degree in business administration or finance (MBA preferred)
- 10+ years of experience in managing investment portfolios for a wealth management company
- Advanced understanding of portfolio theory, fiduciary law, and investing skills
- Exceptional relationship management skills and ability to work independently
- Proficiency in Microsoft Office and Salesforce (experience with Salesforce a plus)
- CFA or CFP certification strongly preferred
The estimated annual salary for this position is $120,000-$180,000, depending on experience and qualifications. Finemark National Bank offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
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