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
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