Job details
This role is with a largePortfolio Management firm with over $200 billion in assets underEach client would have a separately managed portfolio based ontheir risk tolerance and asset allocation Portfolios are managed ona discretionary;This is a relationship manager role where you are given a book of150-200 households of high net worth clients with assets in excessof 500k (per household). You are responsible for managing theseclient relationships and speaking to them about theirInvestmentCounsellors (ICs) are considered the voice of the firm to our highnet worth As the central point of contact, ICs educate each of ourclients on the firms investment philosophy, explaining why wevemade certain decisions for their particular portfolio, and helpingthem understand events in the market - all to help each of ourclients stay on track to achieve their long-term;Theideal candidate would have extensive experience within theinvestment industry in a client facingDueto the pay transparency laws that have gone in effect, I amdisclosing the full salary range for the This includes the highestpaid employee at the firm $75,000-$120,000 + discretionary Newhires realistically should expect to start on the lower end of thecompensation;Benefits:100% coverage on all health/medical, dental and vision care for youand any dependents and 401kinvestment
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