Location City: San Diego
Location State: CA
Base Salary: 120-140K DOE
Bonus & Incentives: Bonus usually averages 20-30% of base.
Position Responsibilities: Develops, recommends, and directs execution of investment strategies for a group of clients, managing large and complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts. Consults with other bank officers including, Relationship Managers, Financial Consultants, Private Bankers, Account Administrators as well as clients to develop investment strategies based on management philosophy and customer objectives. Successful candidate is expected to utilize an investment consulting approach to execute investment strategies leveraging individual securities, pooled vehicles, "open architecture" platforms, and "alternative" investments to maximize returns commensurate with an acceptable level of risk for the client. Performs investment research, keeps informed of developments in investment management industry and confers with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems. They will be expected to develop new business through sales/marketing while leveraging partnership opportunities throughout the firm.
Education and Certifications/Licenses: Bachelors, CFA or MBA
Mandatory Minimum Qualifications: Must have managed HNW clients with average relationships exceeding $2 million using complex investment stratagies including alternative investments. Evperienced with client presentations and comfortable speaking in front of groups. Must have CFA or MBA
Preferred Qualifications: Experience in manager to manager selections. Dealt with larger and more complex portfilios.
Additional Comments: We're looking for candidates who think outside the box. Candidates who will be looking forward to future career growth and moving up in a great organization.
Overnight Travel: Limited
Relocation Assistance: Yes
To apply for this Job: please send your resume to <[email protected]> and reference the job number.