Portfolio Manager

11 - 15 years experience  • 

Salary depends on experience
Posted on 05/22/18
Prairie Village, KS
11 - 15 years experience
Salary depends on experience
Posted on 05/22/18

Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.  Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company.  Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management.

 

Qualifications

 

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience

 

Preferred Skills/Experience
- Thorough understanding of investment management
- Strong knowledge of finance, economics and general business
- Effective sales and relationship management/client services skills
- Ability to effectively present investment strategies to clients
- Ability to make critical decisions independently
- Excellent interpersonal and verbal and written communication skills

180011212

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