Wealth Portfolio Manager for High-Net-Worth Clients

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

Job summary

United Community Bank is seeking a Wealth Management Portfolio Manager in Atlanta, Georgia. The role entails managing discretionary investment portfolios for high-net-worth individuals and institutions, developing investment strategies, and building client relationships. Ideal candidates will have over five years of investment management experience, an undergraduate degree in a business-related field, and strong communication skills. This full-time position offers growth opportunities within the bank and requires compliance with regulations.

Qualifications

• 5+ years investment management or investment advisory experience required.
• Strong knowledge of investment strategies including alternative investments.
• Proven track record in cultivating new and existing client relationships.

Responsibilities

• Design and manage client investment portfolios.
• Execute trades and rebalance portfolios.
• Communicate with clients about investment strategies.

Skills

Investment management

Client relationship management

Analytical skills

Communication skills

Market analysis

Education

Undergraduate degree in business related field

MBA or CFA preferred

Job description

United Community Bank is seeking a Wealth Management Portfolio Manager in Atlanta, Georgia. The role entails managing discretionary investment portfolios for high-net-worth individuals and institutions, developing investment strategies, and building client relationships. Ideal candidates will have over five years of investment management experience, an undergraduate degree in a business-related field, and strong communication skills. This full-time position offers growth opportunities within the bank and requires compliance with regulations.