Senior UHNW Private Wealth Portfolio Lead

Larson Maddox; United States; Sur place; USD 150 000 - 230 000; Plein temps

Résumé du poste

Larson Maddox seeks an experienced Portfolio Manager to lead customized investment strategies for High Net Worth and Ultra High Net Worth clients. You will collaborate with advisors, trust officers, and banking teams to deliver tailored wealth solutions and advisory excellence.

You will act as a trusted investment resource, conducting performance reviews and communicating recommendations while staying current on markets and asset allocation.

Qualifications

• Bachelor's degree required; advanced degrees and professional designations valued.
• Experience managing investment portfolios for HNW and UHNW clients in wealth/private banking environments.
• Strong understanding of portfolio construction, asset allocation, and capital markets.
• Ability to translate sophisticated investment concepts into clear client communication.

Responsabilités

• Manage customized investment portfolios for High Net Worth and Ultra High Net Worth clients.
• Develop and implement investment strategies aligned with client objectives and risk profiles.
• Conduct portfolio reviews and communicate investment recommendations to clients and prospects.
• Serve as the primary investment subject matter expert during client and prospect meetings.
• Monitor portfolio performance, market conditions, and asset allocation positioning.
• Partner with Wealth Advisors, Trust Officers, and Banking professionals to deliver comprehensive wealth management solutions.
• Support business development through prospect discussions and relationship expansion.

Connaissances

Portfolio management

Client engagement

Wealth management

Investment strategy

Communication

Team collaboration

Financial analysis

Market knowledge

Formation

Bachelor's degree

MBA or CFA preferred

Outils

Bloomberg Terminal

Portfolio management software

Microsoft Excel

Description du poste

Larson Maddox seeks an experienced Portfolio Manager to lead customized investment strategies for High Net Worth and Ultra High Net Worth clients. You will collaborate with advisors, trust officers, and banking teams to deliver tailored wealth solutions and advisory excellence.

You will act as a trusted investment resource, conducting performance reviews and communicating recommendations while staying current on markets and asset allocation.