Senior Wealth Portfolio Relationship Manager

Masis Professional Group; Boston (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

Fanning- Masis seeks a Portfolio Relationship Manager for a Boston wealth management client serving UHNW/HNW and institutional clients. You will support portfolio construction insights, client inquiries, and coordinate with the PM, Trader and Investment Analyst to deliver tailored portfolio guidance.

The ideal candidate has 5–10 years of direct experience and thrives in a collaborative, client-centric environment, leading periodic client reviews and discussions on performance and strategy.

Qualifications

• 5-10 years of direct experience in wealth management or related field.
• Experience coordinating with Portfolio Manager, Trader and Investment Analyst.
• Ability to support UHNW/HNW and institutional client relationships.

Responsibilities

• Support portfolio construction discussions and respond to daily client inquiries by coordinating with subject-matter experts.
• Lead periodic client review meetings with the Portfolio Manager and discuss portfolio positioning, performance, and planning.

Skills

Relationship management

Investment knowledge

Job description

Fanning- Masis seeks a Portfolio Relationship Manager for a Boston wealth management client serving UHNW/HNW and institutional clients. You will support portfolio construction insights, client inquiries, and coordinate with the PM, Trader and Investment Analyst to deliver tailored portfolio guidance.

The ideal candidate has 5–10 years of direct experience and thrives in a collaborative, client-centric environment, leading periodic client reviews and discussions on performance and strategy.