The Anderson Search Group - Las Vegas, NV

posted 4 months ago

Full-time
Las Vegas, NV
Professional, Scientific, and Technical Services

About the position

The Anderson Search Group is seeking an experienced Investment Portfolio Manager to join the wealth management division of a prestigious 150-year-old bank, focusing on the Las Vegas and Reno markets. This division is currently undergoing an aggressive growth plan, aiming to attract top talent who are looking for the capabilities of a large firm without the associated complexities and challenges. The ideal candidate will play a crucial role in managing investment portfolios, ensuring that clients receive exceptional service and strategic investment advice tailored to their needs. As a Portfolio Manager, you will be responsible for developing and implementing investment strategies that align with the financial goals of clients. You will leverage your extensive experience in investment portfolio management to make informed decisions that maximize returns while managing risk. Your role will also involve regular communication with clients, providing updates on portfolio performance, and addressing any concerns they may have. The position requires a strong focus on client relationships, as you will be expected to demonstrate success in prospecting and client calls, showcasing your ability to build trust and rapport with clients. The ideal candidate will possess a generalist investment portfolio experience, as the client is not interested in candidates with a commodities-focused background. Strong communication and presentation skills are essential, as you will be required to articulate complex investment strategies in a clear and compelling manner. This is an exciting opportunity for a seasoned professional looking to make a significant impact in a growing wealth management division.

Responsibilities

  • Develop and implement investment strategies for client portfolios.
  • Manage investment portfolios to maximize returns while minimizing risk.
  • Communicate regularly with clients regarding portfolio performance and investment strategies.
  • Demonstrate success in prospecting and client calls to build and maintain client relationships.
  • Provide exceptional service and strategic investment advice tailored to client needs.

Requirements

  • 10+ years of investment portfolio management experience.
  • CFA designation strongly preferred but not required.
  • Generalist investment portfolio experience, avoiding commodities-focused management.
  • Elite communication and presentation skills.
  • Demonstrated success on prospect and client calls.
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