Senior HNW Portfolio Manager

Capital Markets Advisors LLC

March 16, 2025

10:49 PM

Capital Markets Advisors LLC

Job Type & Title : Remote
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About Company:
Skills:

Capital-Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has a full-time Senior Portfolio Manager for HNW retail wealth clients . (not institutional or real estate)

The candidate will work with a team in developing and delivering a capability-based investment and portfolio management framework, based on the strategic planning framework, which represents a repeatable and efficient approach for investment and portfolio management.

Qualifications

· Working knowledge of the business systems investment certification requirements and processes

· Expert knowledge of industry accepted standards and best practices related to investment management and portfolio management

Experienced in speaking and working directly with HNW & UHNW clients

· Demonstrated experience implementing or transforming an organization’s investment and portfolio management processes, resulting in positive outcomes.

· Direct and relevant experience in their area of expertise.

· Expert knowledge and ability to communicate effectively in both oral and written forms with all levels of staff, as well as directly to HNW clients. (not institutional)

· Ability to work independently or with limited supervision.

· Possess critical thinking, problem solving, and initiative/proactive skills.

· Demonstrated working knowledge and understanding of tools such as MS Office Suite.

Licensed to speak to clients in all asset classes

· Seniority Level

Director

· Industry

Capital Markets/Wealth/Investment Management UHNW/HNW Direct client facing

· Employment Type

Full-time

· Job Functions

Finance
Investments
Sales

Screening questions Required qualifications

Are you willing to undergo a background check, in accordance with local law/regulations?

Ideal Answer: Yes

Preferred qualifications

How many years of work experience do you have with Investment Management direct with clients ?

Ideal Answer: Minimum: 5

How many years of work experience do you have with Wealth Planning direct with clients ?

Ideal Answer: Minimum: 3

Financial Services

Employment Type

Full-time

Capital Markets Advisors LLC

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