Portfolio Manager II

San Francisco, California
competitive salary, bonus and benefits
Mar 16, 2021
Apr 15, 2021
Employment Type
Full Time

The Wealth Manager II serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to their clients regarding investment, trust and estate, insurance, tax and banking needs. The Wealth Manager II works with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery while managing risk. The incumbent will work cooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firms relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business.

The ideal candidate will have an undergraduate degree or equivalent work experience with 6-8 years of experience in the investment management industry. S/He should have experience successfully managing larger, more sensitive client relationships. Advanced degree or professional certification preferred.


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