Senior Portfolio Advisor for HNW & Institutional Clients

CFA Institute; Greensboro (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

F.N.B. Corporation seeks a seasoned wealth management professional to manage a group of complex, high net worth portfolios for individuals and institutions, aligning portfolios with client objectives and risk tolerances.

You will collaborate across wealth management teams, develop investment policies, expand the book of business, and ensure timely compliance with regulatory requirements while delivering exceptional client service.

Qualifications

• BA or BS required.
• MBA or CFA preferred.
• 5+ years relevant experience in wealth management or portfolio management.

Responsibilities

• Manages a group of complex, high net worth investment portfolios for individuals and institutions.
• Defines client service expectations and strives to exceed them.
• Develops investment policy statements with risk tolerances and objectives.
• Expands the book of business by identifying opportunities within accounts.
• Collaborates with wealth management teams to attract new clients and cross-sell where appropriate.
• Ensures compliance with regulatory requirements and corporate policies.

Skills

Portfolio management

Client relationship skills

Project management

Communication skills

Analytical skills

Interpersonal skills

Customer service

Financial software knowledge

Education

BA or BS

MBA or CFA preferred

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation seeks a seasoned wealth management professional to manage a group of complex, high net worth portfolios for individuals and institutions, aligning portfolios with client objectives and risk tolerances.

You will collaborate across wealth management teams, develop investment policies, expand the book of business, and ensure timely compliance with regulatory requirements while delivering exceptional client service.