Senior Portfolio Manager
4 weeks ago
We are seeking a highly skilled Senior Portfolio Manager to join our team at First Western. As a key member of our Wealth Management team, you will be responsible for managing investment portfolios and providing exceptional service to our high-net-worth clients.
Key Responsibilities:
- Develop and implement investment strategies to meet client goals and objectives
- Manage and monitor investment portfolios to ensure optimal performance
- Provide regular portfolio reviews and recommendations to clients
- Collaborate with colleagues to build strong relationships with clients and drive business growth
- Stay up-to-date with market trends and regulatory changes to ensure compliance and best practices
Requirements:
- 5-7 years of experience in investment management or a related field
- Strong knowledge of financial planning and investment strategies
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer:
- A competitive salary and bonus structure
- Ongoing training and development opportunities
- A comprehensive benefits package, including health insurance and retirement plans
- The opportunity to work with a dynamic and growing company
Apply today to join our team and take your career to the next level
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VP, Portfolio Manager II
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