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

Nuveen, a TIAA company

Fairfax, VA, USA
Base: $124,000pyr - $155,000pyr; bonus/equity: not...
Hybrid
Client relationship management
Investment portfolio oversight
Risk analysis and asset allocation
The Portfolio Manager serves as a central point of contact for high net worth clients and oversees their investment portfolios

Job Summary

  • The Portfolio Manager serves as a central point of contact for high net worth clients and oversees their investment portfolios.
  • This role requires maintaining client relationships and providing personalized investment advice based on market conditions.
  • Nuveen is committed to the financial well-being of its clients and associates, offering a comprehensive Total Rewards package.

Matching Summary

The Portfolio Manager serves as a central point of contact for high net worth clients and oversees their investment portfolios.

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
  • Risk analysis and asset allocation

Nice-to-have

  • Strong communication skills
  • Team collaboration
  • Market trend analysis

Key Requirements

  • 5+ years of relevant experience
  • FINRA Series 65 registration required
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter