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Investment Portfolio Manager

NPAworldwide Recruitment Network

Last Updated: 11/25/22

Job Description

Job description:

As Investment Portfolio Manager, you will:

  • Work with HNW individuals/families and institutional clients to understand their investment objectives and risk tolerance and develop a financial plan.
  • Stay abreast of market changes and challenges.
  • Present investment strategy to existing clients and prospective clients
  • Ensure compliance with best practices and government regulations
  • Participate in new business development

As Investment Portfolio Manager, you will have the following:

  • Bachelors degree
  • CIMA or CFA in progress
  • Five years of experience in investment portfolio management
  • Experience making investment presentations to small and large groups
Why is This a Great Opportunity:

Our client consistently receives accolades for their community service and bank performance. They seek to hire an Investment Portfolio Manager to work with various Wealth Management accounts. As Investment Portfolio Manager assisting a Relationship Manager, you will work with individuals, families, and non-profit organizations, developing and implementing investment solutions. You will also have the opportunity to participate with an investment team to research investments and develop model portfolios. This is an excellent opportunity for someone on track to obtain their CFA or CIMA. Please dont hesitate to send your resume.

El Paso offers a beautiful landscape, a multicultural community, top-notch dining, excellent outdoor recreation, and one of the lowest living costs in the country making it an ideal place to call home.

Company Details

Grand Rapids, Michigan, United States
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