What are the responsibilities and job description for the Investment Portfolio Manager position at Kadima Wealth?
Kadima Wealth is seeking an experienced Investment Portfolio Manager to join our team of experts in comprehensive wealth management. As a key member of our advisory team, you will work closely with clients to create personalized financial strategies that align with their goals and values.
Key Responsibilities:
- Collaborate with our wealth advisor team to provide expert advice on comprehensive wealth management to high net worth clients.
- Develop customized financial plans and portfolios by conducting thorough research and analysis of potential client solutions.
- Lead client relationships to ensure exceptional service and meet client needs.
- Effectively work with your team and available resources to execute client requests and update information.
- Participate actively in obtaining new clients through strategic partnerships and community networks.
- Pursue ongoing education, training, and talent development to enhance skills and mentor junior team members.
Requirements:
- Bachelor's degree required.
- Minimum 4 years' experience in financial planning with relevant expertise.
- Securities Licensed.
Desired Skills:
- Proven experience in wealth management with fee-based consulting, mutual funds, money manager programs, and financial planning.
- Previous experience working with investment clients and high net worth individuals.
- Mastery of various financial planning and investment software products.
- Excellent interpersonal, relationship management, and communication skills.
- Strong organizational and time management skills in a fast-paced environment.
- Attention to detail is essential.
