About this role

Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
Manages all aspects of the client's investment portfolio including asset allocation and portfolio construction
Collaborates with teammates to deliver the bank's full array of integrated solutions
Engages with clients to review investment performance and anticipated market changes
Stays up-to-date on recommendations from the Chief Investment Office and current market conditions
Develops meaningful relationships with clients, demonstrating the highest care, skill, diligence, and ethics

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
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

Portfolio Manager III – Executive Wealth Services

Key skills