Senior Wealth Portfolio Manager for HNW Clients

United Community Banks Inc.; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial institution in Atlanta is seeking a Wealth Management Portfolio Manager to construct and manage investment portfolios for high-net-worth individuals. The role includes designing investment strategies, communicating with clients to understand their financial goals, and executing trades. Candidates should have at least 5 years of investment management experience, strong analytical skills, and relevant certifications preferred. The position is full-time and requires passing a criminal background and credit check.

Qualifications

• 5+ years of investment management or advisory experience required.
• Strong knowledge of investment strategies and wealth planning concepts.
• Excellent analytical, verbal, and written communication skills.

Responsibilities

• Design and manage client investment portfolios.
• Execute trades and maintain asset allocation.
• Communicate with clients about financial objectives.

Skills

Investment management

Client relationship management

Analytical skills

Communication skills

Financial market analysis

Education

Undergraduate degree in business or equivalent experience

MBA, CFA, CIMA, CFP certification (preferred)

Job description

A financial institution in Atlanta is seeking a Wealth Management Portfolio Manager to construct and manage investment portfolios for high-net-worth individuals. The role includes designing investment strategies, communicating with clients to understand their financial goals, and executing trades. Candidates should have at least 5 years of investment management experience, strong analytical skills, and relevant certifications preferred. The position is full-time and requires passing a criminal background and credit check.