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Portfolio Manager, Wealth Management

Portfolio Manager, Wealth Management

Job Description

Job is located in Cedar Rapids, IA.

I am representing a strong financial institution that is looking for an experienced Portfolio Manager with a CFA to manage private client investment portfolios.  Ideally this professional with have at least at least 8 years of solid portfolio management and client contact experience within a Trust or investment department.  This will work to decipher the adequate investment vehicle.  

Job Requirements

Candidate must possess strong marketing and business development skills; minimum 8+ years experience in investments services, preferably in high net worth relationships; in-depth understanding of the needs of the high net worth clients; deep understanding of ultra affluent market; excellent presentation and writing skills.
Undergraduate Degree is required.
CFA or CFP is preferred.

Job Snapshot

Employment Type Full-Time
Job Type Finance, Banking, Legal
Education 4 Year Degree
Experience Not Specified
Manages Others Not Specified
Industry Accounting - Finance, Banking - Financial Services, Legal
Required Travel Not Specified
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Portfolio Manager, Wealth Management

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