Vp Portfolio And Wealth Advisory

Overview

• Lead portfolio management and advisory services for high-net-worth clients, ensuring optimal asset allocation and performance monitoring.
• Collaborate with external advisors to deliver integrated wealth management solutions tailored to client needs.
• Facilitate client meetings, preparing agendas and materials, and fostering meaningful discussions on wealth strategies.
• Contribute to firm-wide strategies, offering insights and suggestions during internal meetings.
• Assist new clients in defining investment goals and transitioning into the firm's services.
• Engage in sales and marketing processes, enhancing prospective client interactions.
• Promote a collaborative and ethical work environment, embodying the firm's values and culture.

Key Responsibilities & Duties

• Oversee client portfolio management, including asset allocation, performance monitoring, and trading activities.
• Coordinate with external advisors to provide comprehensive wealth management services.
• Initiate and manage client meeting processes, ensuring productive discussions and actionable outcomes.
• Participate in client meetings, driving impactful changes in wealth management strategies.
• Support junior staff development by overseeing their contributions and enhancing their skills.
• Contribute to firm strategy discussions, providing valuable insights and recommendations.
• Foster relationships with service providers to enhance client benefits.
• Assist in defining investment goals for new clients, ensuring seamless transitions.

Job Requirements

• Bachelor's degree in finance, economics, or related field is required.
• Minimum of 5 years of experience in wealth management or related roles.
• Proficiency in portfolio management, tax efficiency, and alternative investments.
• Strong client service orientation, particularly with high-net-worth individuals and families.
• Ability to work collaboratively in team-based environments.
• Series 65 certification or equivalent qualifications (Series 7 & 66, CFA, CFP).
• Highly motivated, ethical, and professionally mature individual.
• Familiarity with trust and estate planning and market trends.