Portfolio Manager III
$135,600–$300,000 year
On-siteSan Francisco, California, United States
Job Summary
Evaluate, design, construct, and manage all aspects of discretionary portfolio management for complex, high-net-worth investors, including asset allocation, security/manager selection, trade execution, and risk mitigation. Develop tailored investment strategies by analyzing client circumstances and market trends, while collaborating on integrated solutions across equities, fixed income, and alternative investments. Proactively review investment performance and engage clients to drive retention and business development. Mentor associates and demonstrate superior client service, diligence, and ethics in all advisory interactions.
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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