Senior Portfolio Manager

3 weeks ago


Miami, Florida, United States Avior Executive Search Full time

Job Summary

We are seeking a highly skilled Senior Relationship Manager to join our team in The Caribbean & Miami. As a key member of our sales team, you will be responsible for acquiring and servicing high net worth clients in the targeted countries and regions through providing wealth structuring advice and offering clients the full range investment-related services.

  • Develop new private client business and grow the assets under management and revenue utilizing our client's open architecture platform and multiple booking centers.
  • Will be required to work closely with clients and manage relationships.
  • Review alternative and traditional fund strategies used in client portfolios

Responsibilities

You will be responsible for:

  • Developing new private client business and growing the assets under management and revenue.
  • Working closely with clients and managing relationships.
  • Reviewing alternative and traditional fund strategies used in client portfolios.

Qualifications

To be successful in this role, you will need:

  • Direct experience in client service and managing client portfolios with minimum 5 years' experience in relevant field.
  • Bachelor's degree and preferably a professional certification, such as CAIA, CFP, or CFA designation.
  • The successful candidate is required to grow a book/portfolio of business consisting of high-net-worth clients and can provide financial solutions to clients.
  • Knowledge of investments and the ability to assist clients with execution of security trading
  • Solid analytical and problem-solving skills
  • Familiarity and/or proficiency with multi-custodial reporting systems and CRM systems desirable
  • Fluency in French, Spanish and Portuguese desirable

Salary Range

Based on national averages, we estimate the salary for this role to be around $180,000 - $250,000 per year, depending on experience and qualifications.



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