Westport One · 3 weeks ago
Portfolio Manager(manage HNW clients & portfolio)
Tulsa Metropolitan Area
Full-time
Onsite
Mid, Senior LevelWestport One is seeking a knowledgeable and ambitious Portfolio Manager to manage high-net-worth clients and their investment portfolios. The role involves making discretionary investment management decisions and constructing individualized investment portfolios to meet clients' financial goals.
Human ResourcesInsuranceRecruitingStaffing Agency
Responsibilities
Construct and manage individualized investment portfolios that will meet clients' financial goals and objectives
Work directly with clients and build relationships
Provide collaborative support with the team
Make discretionary investment management decisions in a fiduciary capacity
Build out an approved list of investments consisting of ETFs, Individual Stocks, and Mutual Funds
Qualification
Required
Experience in managing a client's portfolio (HNW Individuals & Families)
Ability to make discretionary investment management decisions in a fiduciary capacity
Knowledge of stock and bond markets
Ability to construct and manage individualized investment portfolios
Strong relationship-building skills
Collaborative support with the team
Firm grasp on the markets
Ability to build out an approved list of investments consisting of ETFs, Individual Stocks, and Mutual Funds
Preferred
Smart, genuine, personable, knowledgeable, and ambitious
Benefits
Salary + Bonus
All expenses paid with support for CE and community involvement
Company
Westport One
Westport One specializes in providing management and executive recruiting services.
Founded in 1975
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Phil Bertsch
Senior Managing Partner/General Manager
Company data provided by crunchbase