Website MetroFinNYC Metro Financial Group
Strategic Financial Leadership
Job Description
About the Role
Manage and grow investment portfolios. Provide exceptional client service.
Responsibilities
- develop and implement investment strategies for client portfolios
- conduct market research and analysis
- monitor and report on portfolio performance
- build and maintain client relationships
- coordinate with investment team and company resources
- participate in business development initiatives
Requirements
- Bachelor’s degree in Finance, Economics, or a related field
- Minimum of 5 years of relevant experience in portfolio management or a related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation desired
Benefits
- Competitive salary and bonus structure
- Generous benefits package
- 401(k) retirement plan with employer match
- Professional development opportunities and continuing education allowance
- Employee stock ownership plan
About the Company
We are a full-service wealth management firm, dedicated to helping clients achieve their financial goals.
Job ID: senior-portfolio-manager-sLSkD
