Portfolio Officer recruitment
Portfolio Officer generally manages the largest and most complex accounts in Wealth Management. This officer is expected to be fully accountable for all legal and investment aspects of the assigned accounts. The incumbent must have the complement of technical and communication skills to be an effective part of the service delivery and sales process. He/she must be able to articulate Wealth Management'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.