What are the responsibilities and job description for the Portfolio Manager position at Financial Recruiters International?
We are partnering with a highly respected financial institution seeking a relationship-driven Trust and Wealth professional to join their growing team. This is a fantastic opportunity to work with high-net-worth clients, manage complex fiduciary relationships, and play a key role in delivering thoughtful estate and wealth planning solutions.
This is a key, client-facing role working with high-net-worth clients on comprehensive planning and investment strategy
Experience
- 7–10 years in portfolio construction, wealth management or financial services (client-facing)
- HIGHLY Preferred: CFA, CFP
- Strong investment management experience
- Excellent communication and relationship skills
- Ability to simplify complex strategies for clients
The Role
This individual will work directly with clients and advisors to deliver tailored investment, financial, tax, and estate planning solutions. Strong focus on client retention, portfolio management, and supporting new business growth.
- Manage client portfolios and build long-term trusted relationships
- Lead client meetings and present complex investment strategies
- Partner with advisors on comprehensive wealth planning
- Play a role in growing market share in your region
We’re expediting the process and beginning interviews. Please apply and reach out directly Text/call 314-949-2007 https://calendly.com/christie-recruiter007