VP Portfolio Manager: Global Multi-Asset Strategy Lead

International Search Consultants; Seattle (WA); Presencial; USD 150.000 - 200.000; Jornada completa

Descripción de la vacante

A leading wealth management firm in Seattle is seeking a Vice President, Portfolio Manager to manage customized portfolios for high-net-worth clients. The ideal candidate has over 10 years of portfolio management experience and excels in client communication. This strategic role involves managing client relationships and contributing to research initiatives within a values-driven organization.

Formación

• Minimum 10 years of experience in portfolio management.
• Experience with high-net-worth clients and global asset allocation.
• Strong analytical, communication, and client service skills.

Responsabilidades

• Direct management of client investment portfolios.
• Implementation of asset allocation and investment policy.
• Active participation in investment committee meetings.
• Client communication, reporting, and relationship support.

Conocimientos

Portfolio management

Client communication

Analytical skills

Relationship management

Educación

MBA and/or CFA designation

Descripción del empleo

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