Portfolio Manager | Detroit, Michigan

Reference Number: HRJ6338
Location: Detroit, Michigan

Judson Group has been retained by a privately held wealth management firm in the search for a Portfolio Manager responsible for managing and growing HNW client relationships. This firm manages in excess of $10B in assets and has a great reputation for serving its clients.

The ideal candidate has extensive experience working with high net worth individuals and families in a planning and investment capacity as well as a track record of business development success. This candidate will develop new business through the firm’s established referral channel in the area.

Responsibilities:

  • Responsible for delivery of integrated wealth management services with emphasis on estate planning, cash flow planning, tax planning, and asset protection planning.
  • Construct and monitor investment portfolios based on client needs, objectives, and risk tolerance.
  • Responsible for investment performance using a multi-asset class approach and must be able to explain rationale and investment merits for each holding.
  • Responsible for business development, networking, and establishing relationships with prospective clients and local professionals.

Requirements:

  • Significant experience with investment management and financial/estate planning.
  • Bachelor’s degree required; CFP preferred and advanced degree, CFA, and other designations all favorable.
  • Established referral network and proven ability to develop new business.
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary, bonus, and new business incentive along with attractive benefits package

Location: Detroit, Michigan

Reference Number: HRJ6338

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