Senior UHNW Portfolio Lead — VP/SVP

International Search Consultants; Los Angeles (CA); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Highly competitive base salary

Performance-based bonus

Comprehensive benefits package

401(k)

Medical insurance

Vision insurance

Job summary

A leading recruitment firm is seeking a Portfolio Manager at the Vice President or Senior Vice President level in Los Angeles. The ideal candidate will have over 10 years of experience managing portfolios for ultra-high-net-worth families. This role requires strong expertise in financial research, excellent client service skills, and the ability to build long-term relationships. The position includes a competitive salary, performance-based bonuses, and comprehensive benefits.

Qualifications

• Minimum 10 years of client-facing portfolio management experience with UHNW families.
• Proven oversight of diversified global portfolios.
• Experience managing and mentoring staff.

Responsibilities

• Manage client portfolios to achieve stated investment objectives.
• Make and execute investment decisions while maintaining target asset allocations.
• Build and maintain long-term client relationships through regular meetings.

Skills

Client service orientation

Verbal communication

Written communication

Financial research

Organizational skills

Job description

A leading recruitment firm is seeking a Portfolio Manager at the Vice President or Senior Vice President level in Los Angeles. The ideal candidate will have over 10 years of experience managing portfolios for ultra-high-net-worth families. This role requires strong expertise in financial research, excellent client service skills, and the ability to build long-term relationships. The position includes a competitive salary, performance-based bonuses, and comprehensive benefits.