Capital Markets Advisors LLC · 10 hours ago
Senior HNW Portfolio Manager
United States
Full-time
Remote
Senior Level, Lead/Staff, Director/Executive
5+ years exp
Maximize your interview chancesConsultingFinancial Services
Hiring Manager
Brett Evans
Insider Connection @Capital Markets Advisors LLC
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Qualification
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Required
Working knowledge of the business systems investment certification requirements and processes
Expert knowledge of industry accepted standards and best practices related to investment management and portfolio management
Experienced in speaking and working directly with HNW & UHNW clients
Demonstrated experience implementing or transforming an organization’s investment and portfolio management processes, resulting in positive outcomes.
Direct and relevant experience in their area of expertise.
Expert knowledge and ability to communicate effectively in both oral and written forms with all levels of staff, as well as directly to HNW clients.
Ability to work independently or with limited supervision.
Possess critical thinking, problem solving, and initiative/proactive skills.
Demonstrated working knowledge and understanding of tools such as MS Office Suite.
Licensed to speak to clients in all asset classes
Preferred
How many years of work experience do you have with Investment Management direct with clients ? Minimum: 5
How many years of work experience do you have with Wealth Planning direct with clients ? Minimum: 3
Company
Capital Markets Advisors LLC
CMA is a boutique professional services firm, with global reach, and staffed by seasoned professionals who bring decades of experience gained by working for Banks around the world, in senior roles, in virtually every department.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christine Pallone
Associate Partner
Company data provided by crunchbase
