Investment Portfolio Strategist

At Financial Recruiters International, we are seeking an experienced Investment Portfolio Strategist to join our team. As a Portfolio Manager, you will play a critical role in nurturing the growth of our clients' investment portfolios.

The ideal candidate will have extensive experience in investment management and portfolio strategy for high-net-worth individuals. They will be responsible for managing and supporting investment portfolios, explaining and differentiating various investment strategies and opportunities, and engaging in new business development and client retention activities.

• Manage and support investment portfolios for HNW individuals and institutional clients.
• Explain and differentiate various investment strategies and opportunities.
• Engage in new business development and client retention activities.

To succeed in this role, you will need:

• Extensive experience in investment management and portfolio strategy for HNW clients.
• A proven track record of successfully working with high-net-worth individuals.
• Strong financial acumen and deep understanding of capital markets.
• Ability to thrive in a client-focused, relationship-driven environment.

Bachelor's degree in Finance, Economics, Financial Planning, or a related field. 10+ years of relevant experience in wealth and investment management.