Portfolio Manager
Listed on 2026-01-02
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Finance & Banking
Wealth Management, Portfolio Manager
Base pay range
$/yr - $/yr
Additional compensation types- Annual Bonus
- Direct message the job poster from Cyperus Group LLC
- 3-8 or more years related within financial industry with client portfolio management responsibility for managing discretionary and non-discretionary investment accounts for high net worth individuals & families.
- Strong ability to analyze equity and fixed income securities and be able to initiate portfolio recommendations.
The primary focus will be the direct portfolio management of investment accounts from wealthy families and high net worth individuals, as well as the generation of incremental fee revenue through additional cross‑selling & services from these relationships. Takes on a stewardship role in regard to customization and management of client investments based on client’s objectives. To retain all assigned client base, the incumbent must establish and maintain a tight relationship to every client with the appropriate communication frequency.
Keep clients abreast of changes in their portfolio’s, and alert them of recommended changes in investment strategy, tax and other developments, etc. Refers clients to or works in conjunction with a team providing financial planning, tax planning, and trust/estate administrative services.
Director
Employment typeFull-time
Job function- Finance
- Investment Management
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