Senior Portfolio Architect for UHNW Wealth

Bank of America; Napoli; In loco; EUR 70.000 - 100.000; Tempo pieno

Descrizione del lavoro

An established financial services firm seeks a Portfolio Manager in Naples, Italy, to manage and oversee client portfolios and investment strategies. The ideal candidate will have 10-15 years of experience with high net worth clients and a strong understanding of fiduciary and financial products. This role offers an opportunity to contribute significantly to client investments and strategy development.

Competenze

• 10-15 years of investment decision making and financial consulting experience with high net worth clients.
• Experience in wealth management, private banking, or trust field.
• Knowledge of fiduciary standards, principles, and applicable laws.

Mansioni

• Oversee the investment policy statement.
• Meet clients to review investment performance.
• Manage portfolios and execute trades.

Conoscenze

Advisory

Client Investments Management

Customer and Client Focus

Investment Management

Presentation Skills

Active Listening

Analytical Thinking

Attention to Detail

Client Experience Branding

Valuation Ethics and Practice Standards

Collaboration

Critical Thinking

Data Quality Management

Trading

Written Communications

Formazione

Undergraduate degree in Finance, Accounting, Economics or equivalent

Graduate degree such as MBA or JD

Descrizione del lavoro

An established financial services firm seeks a Portfolio Manager in Naples, Italy, to manage and oversee client portfolios and investment strategies. The ideal candidate will have 10-15 years of experience with high net worth clients and a strong understanding of fiduciary and financial products. This role offers an opportunity to contribute significantly to client investments and strategy development.