Portfolio Manager

1 week ago


india pearlrecruiter Full time
Job Description
Nationally recognized Registered Investment Advisory seeking Portfolio Manager to establish office in Atlanta.  $50B AUM, focused exclusively on UHNW/HNW clientele. The PM and the Managing Director will work as a team supporting each other in the initial focus of Business Development though, the PM's primary goal is focused heavily on investments.   
Requirements deep knowledge of Portfolio construction for UHNW/HNW clients
known in the wealth community, i.e. boards, civic organization etc
experience BD, though not focus
team player
entrepreneurial Spirit
 
Benefits $250,000 base 
up to $250,000 bonus (100% of base)
Requirements
Comfortable Communicating with High Net-Worth Clients Works Well in a Collaborative Team Environment Desires to Manage Client Relationships Detail-Oriented Shows Initiative to Grow as a Professional Experience and Education 3 - 5+ years of Experience in the Industry and working towards their CFP® Strong Organization skills and proficiency with MSOffice 365 (Excel, Word, Outlook, PowerPoint) Bachelor’s degree in Finance, Accounting, or related Business degree
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