Investment Portfolio Manager
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Sales
Job Description & How to Apply Below
- Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.
- Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company.
- Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).
- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience
- Thorough understanding of investment management
- Strong knowledge of finance, economics and general business
- Strong sales and relationship management/client services skills
- Ability to effectively present investment strategies to clients
- Ability to make critical decisions independently
- Excellent interpersonal and verbal and written communication skills
- Investment Experience
- Finance Knowledge
- Economics Knowledge
- Business Acumen
- Interpersonal Skills
- Verbal Communication
- Written Communication
- Bachelor's Degree
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