Portfolio Manager -private Asset Management (fairfax, Va Or Washington, Dc)

TIAA

Fairfax, VA, US
Base: $124,000pyr - $155,000pyr; bonus/equity: not...
Hybrid
Client relationship management
Investment portfolio oversight
Market and risk analysis
The Portfolio Manager serves as a central point of contact for high net worth clients

Job Summary

  • The Portfolio Manager serves as a central point of contact for high net worth clients.
  • This role involves overseeing investment portfolios and delivering personalized advice.
  • TIAA is committed to the well-being of its associates and offers a comprehensive Total Rewards package.

Matching Summary

The Portfolio Manager serves as a central point of contact for high net worth clients.

Salary

Base: $124,000/yr - $155,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment portfolio oversight
  • Market and risk analysis

Nice-to-have

  • Strong communication skills
  • Team collaboration
  • Financial acumen

Key Requirements

  • 5+ years of relevant experience
  • Series 65 license required within 120 days
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter