Portfolio Manager III
$135,600–$300,000 year
On-siteSan Francisco, California, United States
San Francisco, California, United StatesOn-siteFull Time$135,600–$300,000 yearSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Evaluate, design, construct, manage, and monitor discretionary portfolio management for complex, high-net-worth investors, covering asset allocation, security selection, trade execution, and risk management. Develop tailored investment strategies based on client circumstances while collaborating on integrated solutions in equities, fixed income, and alternative investments. Engage clients to review performance and anticipate market changes through economic analysis, maintaining proactive communication and mentoring associates to drive retention and business development.
Required Qualifications
- Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
- Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
- Knowledge of fiduciary and financial products and services through extensive related work experience
- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
- Skills and experience in negotiating, delegating and leadership
- Superior client service and relationship management skills
Desired Qualifications
- Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience
- Graduate Degree such as MBA or JD
- Holds appropriate credentials such as CPA, CFP and/or CFA designation
- The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
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