Investment Officer / Portfolio & Relationship Manager recruitment
The ideal candidate will have:
• A strong commitment to and demonstrated success in serving high net worth individuals and families
• Outstanding communication, listening and other client relationship skills
• Potential to expand client base by building on existing relationships and by initiating new business opportunities
• Investment experience that includes a strong knowledge of domestic and international markets, equities, fixed income and alternative asset classes
• A working knowledge of financial and estate planning, trust administration and personal income taxes
• The ability to articulate investment and wealth planning strategies, and apply them as appropriate in specific client situations
• Potential for advancing corporate initiatives in both leadership and participant capacities
• A demonstrated team orientation
A minimum of 8 years experience serving high net worth individuals and n MBA, CFA or CFP is required.
For immediate consideration please submit your resume in Word format to info@tomersearch.com