Portfolio Manager
Portfolio Manager Role in Los Angeles
We are seeking a high-caliber Portfolio Manager to manage the assets for high net worth individuals in Los Angeles. This role is ideal for someone with substantial experience in managing portfolios within a Registered Investment Advisor (RIA) setting, and who excels in asset management and client relations.
Key Responsibilities:
- Develop personalized investment strategies for high net worth clients.
- Maintain and enhance client relationships through excellent service and communication.
- Monitor and adjust client portfolios to align with individual risk profiles and investment goals.
Skills Required:
- Wealth Management: Expertise in handling financial portfolios of high net worth individuals, ensuring their wealth is managed effectively.
- Experience in RIA: Proficiency in regulatory and compliance requirements pertinent to Registered Investment Advisors, safeguarding both client interests and firm integrity.
Job Details:
This is a permanent position based in the vibrant city of Los Angeles, where finance meets opportunity. The role demands someone who can thrive in a dynamic environment while maintaining precision in portfolio management for affluent clients.
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