Executive Job Description | This is an Executive Search; our client is a Major Bank and Wealth Management organization.
SW JULES, Inc. is a National Pharmaceutical, High Tech and Executive Recruitment Corporation into our 16th year. Please submit your resume for this position by sending your inquiries/resume via e-mail. We do not forward resumes until we get your permission to do so. ALL RESUMES RECEIVED ARE HELD AS CONFIDENTIAL.
POSITON DETAILS
Salary Range: $75K to 120K plus 100,000K bonus
Best Industry : Banking
Best Department: Wealth Management
5-10 Years Experience
NO Relocation Available
No Sponsorship Available
50% Travel
Develops, recommends, and directs execution of investment strategies for a group of clients. Manages complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts.
You act independently within established investment policy guidelines, manages medium- to large-sized client accounts, help shape the investment policies (through teams) within Wealth Mgmt Group.
Consults with Relationship Manager, Financial Consultant, Private Banker, Account Administrator (if applicable) and client to develop investment strategies based on management philosophy and customer objectives. Utilizes an investment consulting approach to execute investment strategies leveraging individual securities like equities, bonds, ETFs, real estate securities, etc.) "open architecture" platforms, and "alternative" investments to maximize returns commensurate with an acceptable level of risk for the client. Performs investment research, keeps informed of developments in investment management industry and confers with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems. Develops new business through sales/marketing while leveraging partnership opportunities throughout the firm.
MUST HAVE
6+ years investment management experience
CFA Level II
MBA preferred
Additional certifications preferred
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