Portfolio Officer III Job
Portfolio Officer III (Job Number: 1300676)
Description
This position is directly below the Team Leader and is reserved for Sr. Portfolio Managers who consistently take the lead in increasing their accounts under management and fees from account revenue. The Portfolio Officer III generally manages the largest and most complex accounts in PWM. This officer is expected to be fully accountable for all legal and investment aspects of the assigned accounts. The incumbent must have the compliment of technical and communication skills to be an effective part of the service delivery and sales process. He/she must be able to articulate PWM's equity, fixed income, and investment process as well as the asset allocation process. B/A, B/S or advanced degree or equivalent experience with 6 plus years of experience in the Investment/Fiduciary Management Industry. Seasoned manager of successfully larger, more sensitive client relationships; investment/fiduciary credentials: CFA, CTA, National Trust School.
Qualifications
B/A, B/S or advanced degree or equivalent experience with 6 plus years of experience in the Investment/Fiduciary Management Industry. Seasoned manager of successfully larger, more sensitive client relationships; investment/fiduciary credentials: CFA, CTA, National Trust School.
GH:WM
Primary Location: United States-USA-CA-San Francisco
Internal Jobcode: 05136
Job: Wealth Management
Organization: Wealth Mgmt West US Markets-HR09664
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