Associate Portfolio Manager

Location
San Francisco, California
Salary
Competitive Salary, Bonus and Benefits
Posted
Mar 15, 2021
Closes
Apr 14, 2021
Employment Type
Full Time
Education
Bachelors

The Associate Wealth Manager works with the Wealth Managers to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client. Additional responsibilities include, calculating wealth projections, recommending and executing portfolio rebalancing programs, verifying client objectives, analyzing investment performance and identifying opportunities to expand relationships. The incumbent may also have independent responsibility for managing some small client relationships. The ideal candidate will have an undergraduate degree or equivalent work experience and at least 2-4 years of experience in the investment industry. Progress towards an advanced degree or professional certification is expected. Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.

  • You need to sign in to save