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VP Portfolio and Wealth Advisory - Wealth Management
Robert Half - US • New York, NY 10261 • Posted 4 days ago
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In-person • Full-time • $85,000-$105,000/yr • Junior Level
Job Highlights
Using AI ⚡ to summarize the original job post
The Portfolio and Wealth Advisory Associate role involves client relationship management, portfolio/wealth strategy, and asset allocation. Responsibilities include conducting analysis and executing projects for client portfolios, generating and editing presentations, preparing reporting for internal meetings, maintaining data integrity, and collaborating with senior team members to resolve complex client requests. This position is located in midtown Manhattan, New York, and requires relevant experience, Series 7 and 66 or 63/65 FINRA licenses, and a Bachelor’s Degree in Business, Finance, or a related field.
Responsibilities
- Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning
- Generate and edit presentations for existing clients and marketing presentations for prospects
- Prepare reporting for internal meetings relating to clients, prospects, and investment managers
- Maintain data integrity across multiple systems
- Collaborate with senior team members to resolve complex client requests or issues
- Attend and participate in client meetings, offering thoughtful suggestions and solutions
Qualifications
Required
- 1 to 3+ years of client services or wealth advisory experience at a wealth manager, RIA or private bank
- Series 7 and 66 or 63/65 FINRA licenses
- Experience working with private, high net-worth clients and/or institutional clients
- Excellent communication (written and verbal) and inter-personal skills
- Bachelor’s Degree in Business, Finance or related field with strong GPA score
Full Job Description
Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management, portfolio/wealth strategy and asset allocation.
Responsibilities:
• Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning
• Generate and edit presentations for existing clients and marketing presentations for prospects
• Prepare reporting for internal meetings relating to clients, prospects, and investment managers
• Maintain data integrity across multiple systems
• Collaborate with senior team members to resolve complex client requests or issues
• Attend and participate in client meetings, offering thoughtful suggestions and solutions
Requirements:
•5+ years of client services or wealth advisory experience at a wealth manager, RIA or private bank
•Knowledge of Alternative Investments such as Private Equity etc.
•Series 7 and 66 or 63/65 FINRA licenses
•Experience working with private, high net-worth clients and/or institutional clients
•Excellent communication (written and verbal) and inter-personal skills
•Bachelor’s Degree in Business, Finance or related field with strong GPA score
This VP Portfolio and Wealth Advisory role is located in midtown Manhattan New York so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $140-170k base plus bonus. If your profile matches the above criteria, please email me directly and add me on LinkedIn Trishan.Khareghat@roberthalf.com
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