Portfolio Manager - Cincinnati, United States - trak group

    trak group
    trak group Cincinnati, United States

    1 month ago

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    Description
    Portfolio Manager
    Unlock a rewarding career as a Portfolio Manager Manage high-net-worth clients, contribute to investment strategies, and enjoy a flexible work schedule in a growth-oriented environment.

    Why you should work here:
    • Be part of our company's portfolio management team, working with individual, family, and trust account clients.
    • Enjoy a flexible work schedule while managing high-net-worth clients, contributing to the growth objectives of the company.
    Responsibilities include:
    • Contribute to the development and implementation of investment portfolio strategies.
    • Conduct research on economic sectors, industries, and companies within the company's wealth research universe.
    • Manage and construct personal and institutional investment portfolios.
    • Focus on client account retention and contribute to soliciting, developing, managing, and retaining client relationships.
    • Contribute to decision making at the strategy and portfolio level.
    What you need to succeed:
    • Bachelor's degree, preferably in finance or business administration.
    • 8-10+ years of industry experience in financial, wealth management, and investment management.
    • CFA or CFP designation (in process or studying for it).
    • Ability to manage a book of high-net-worth clients.
    • Polished and professional with flexibility in working hours.
    Desired Skills:
    • Excellent investment and financial acumen.
    • Strong sales and relationship management skills.
    • Proficiency in Microsoft Office products.
    • Adherence to the highest ethical and professional standards.