Pwm - Portfolio Manager

U.S. Bank

Base: $159,970.00 - $188,200.00; bonus/equity: not...
Hybrid
Investment management experience
Client account retention
Net portfolio growth objectives
Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client

Job Summary

  • Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.
  • Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company.
  • At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.

Matching Summary

Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.

Salary

Base: $159,970.00 - $188,200.00; Bonus/Equity: Not specified; Benefits: Included

Skills & Requirements

Must-have

  • Investment management experience
  • Client account retention
  • Net Portfolio growth objectives
  • Soliciting and developing client relationships

Nice-to-have

  • Collaborative team structure
  • Strong leadership support
  • Rich product portfolio
  • Exceptional prospecting opportunities

Key Requirements

  • 10 or more years of investment experience
  • Bachelor's degree or equivalent work experience

Work Rights

Not specified

Tailored Resume

Cover Letter