Senior HNW Portfolio Manager North America
Senior HNW Portfolio Manager North America
Capital Markets Advisors LLC
United States
See who Capital Markets Advisors LLC has hired for this role
Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has a full-time Senior Portfolio Manager for HNW retail wealth clients . (not institutional or real estate)
The candidate will work with a team in developing and delivering a capability-based investment and portfolio management framework, based on the strategic planning framework, which represents a repeatable and efficient approach for investment and portfolio management.
Qualifications
· Working knowledge of the business systems investment certification requirements and processes
· Expert knowledge of industry accepted standards and best practices related to investment management and portfolio management
Experienced in speaking and working directly with HNW & UHNW clients
· Demonstrated experience implementing or transforming an organization’s investment and portfolio management processes, resulting in positive outcomes.
· Direct and relevant experience in their area of expertise.
· Expert knowledge and ability to communicate effectively in both oral and written forms with all levels of staff, as well as directly to HNW clients. (not institutional)
· Ability to work independently or with limited supervision.
· Possess critical thinking, problem solving, and initiative/proactive skills.
· Demonstrated working knowledge and understanding of tools such as MS Office Suite.
Licensed to speak to clients in all asset classes
· Seniority Level
Director
· Industry
- Capital Markets/Wealth/Investment Management
· Employment Type
Full-time
· Job Functions
- Finance
- Sales
Screening questions Required qualifications
- Are you willing to undergo a background check, in accordance with local law/regulations?
Ideal Answer: Yes
Preferred qualifications
- How many years of work experience do you have with Investment Management?
Ideal Answer: Minimum: 3
- How many years of work experience do you have with Strategic Planning?
Ideal Answer: Minimum: 1ovide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.
- Financial Services
Employment Type
Full-time
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance -
Industries
Capital Markets, Financial Services, and Investment Management
Referrals increase your chances of interviewing at Capital Markets Advisors LLC by 2x
See who you knowGet notified about new Portfolio Manager jobs in United States.
Sign in to create job alertSimilar jobs
People also viewed
-
Sr Manager, PPI & PMO
Sr Manager, PPI & PMO
-
Senior Manager, Dealer Programs & Facilities
Senior Manager, Dealer Programs & Facilities
-
Senior Program Manager, Industry Relations
Senior Program Manager, Industry Relations
-
Senior Compensation Program Manager
Senior Compensation Program Manager
-
Manager, Investment Accounting
Manager, Investment Accounting
-
Financial Reporting & Technical Accounting Senior Manager
Financial Reporting & Technical Accounting Senior Manager
-
Regional Property Manager - Remote | WFH
Regional Property Manager - Remote | WFH
-
Senior Underwriter, Commercial Surety - Portfolio Management
Senior Underwriter, Commercial Surety - Portfolio Management
-
Sr Program Manager- Rail & Transit
Sr Program Manager- Rail & Transit
-
VP, Account Management
VP, Account Management
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub