Wealth Management Professional

hace 1 semana


Las Vegas, Venezuela Financial Recruiters International A tiempo completo

We are seeking a Wealth Management Professional to join our team at Financial Recruiters International. As a Portfolio Manager, you will work closely with other Wealth Management team members to solicit new business and service.

About the Job

The successful candidate will have a strong background in investment management and portfolio strategy. They will be responsible for managing and supporting investment portfolios, communicating with clients about their accounts, market conditions, and investment trends, and implementing investment decisions.

Job Duties
  • Manage and support investment portfolios for HNW individuals and institutional clients.
  • Analyze, propose, and document portfolio trades in a team environment.
  • Communicate with clients about their accounts, market conditions, and investment trends.
Requirements

To succeed in this role, you will need:

  • Extensive experience in investment management and portfolio strategy for HNW clients.
  • A strong understanding of mutual funds, ETFs, separately managed accounts, and private capital.
  • Ability to analyze and interpret market data and trends.
Benefits

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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