Senior Wealth Portfolio Manager – Multi-Asset Expert

Frost; San Antonio (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Generous paid time off

Tuition reimbursement

Wellness programs

Employee Assistance Program

Referral bonus program

Job summary

Frost Wealth Management in San Antonio, TX is seeking a Senior Wealth Portfolio Manager to independently manage assets within Frost's proprietary strategies. You will build trusted client relationships, oversee multi-asset portfolios, mentor staff, and contribute to business development.

You will always strive for integrity, caring, and excellence while delivering best-in-class service and guidance to high-net-worth clients.

Qualifications

• 10+ years in portfolio management in wealth/financial services.
• Bachelor’s degree required; master’s preferred.
• Strong understanding of financial markets and multi-asset strategies.

Responsibilities

• Manage and supervise asset deployment for a client group within Frost Wealth Management.
• Provide guidance on department operations in committees.
• Participate in testing and evaluating wealth management operations.
• Mentor junior staff to foster development.
• Support business development for Frost.

Skills

Portfolio management

Financial analysis

Client relationship management

Communication skills

Independent work

Team mentoring

Multi-asset class knowledge

Analytical skills

Attention to detail

MS Office proficiency

Alternative assets understanding

Education

Bachelor’s degree in finance or related field

Master’s degree (preferred)

Tools

Fitek

Bloomberg

FactSet

Job description

Frost Wealth Management in San Antonio, TX is seeking a Senior Wealth Portfolio Manager to independently manage assets within Frost's proprietary strategies. You will build trusted client relationships, oversee multi-asset portfolios, mentor staff, and contribute to business development.

You will always strive for integrity, caring, and excellence while delivering best-in-class service and guidance to high-net-worth clients.