ASSOCIATE PORTFOLIO MANAGER Successful Investor Wealth Management Inc.
We are an established wealth management and investment publishing firm with 25+ years\xe2\x80\x99 experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (\xe2\x80\x98SIWM\xe2\x80\x99) is actively seeking an Associate Portfolio Manager who will provide high quality support and contribute to the continued growth of the organization.
The role of the Associate Portfolio Manager is to assist the Portfolio Managers and the investment team to maximize our clients\xe2\x80\x99 returns, subject to risk tolerance, temperament, and time horizon constraints. Under the oversight of the Portfolio Managers, discuss specific stock investments as they relate to the client\xe2\x80\x99s unique personal circumstances.
This role will work with Portfolio Managers and the investment team to perform ongoing review and analysis of client portfolios as well as ensure client portfolios are managed using the SIWM investment strategy in light of the clients\xe2\x80\x99 risk tolerance and investment objectives.
Under the guidance of a Portfolio Manager, the Associate Portfolio Manager will conduct ongoing wealth conversations with clients, developing a personal relationship and sustaining an ongoing understanding of client life goals, circumstances and wealth needs. They will consistently deliver the desired client experience during all client interactions and use strong knowledge of the Successful Investor Wealth Management recommended stocks and services, to ensure the client\xe2\x80\x99s needs are well understood, documented and satisfied.
As an ideal candidate for this role, you have already earned your CFA designation and are looking to build upon your current experience toward a career in Portfolio Management. You possess excellent communication and interpersonal skills along with a strong drive to learn and help clients meet their financial goals.
KEY RESPONSIBILITIES
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.