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Senior Portfolio Advisor
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
- Manage investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity)
- Contribute to the growth of the market by generating new business both individually and in conjunction with the sales and relationship management team.
- Directly responsible for hitting a specific sales target
- Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients
- Analyze and plan the overall investment strategy with continuous revision as goals and objectives change
- 10+ years of investment management experience, which may include research
- Decision making, sales, and negotiating skills
- Experience as a Senior Portfolio Advisor in Wealth Management for UHNW clients
- Technical expertise with a broad range of investment solutions
- Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA
Position Requirements
10+ Years
work experience
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