Senior Wealth Portfolio Manager

Responsibilities

• Maintain current knowledge of financial markets, Cadence investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products / services to clients and prospects.
• Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy rmendations.
• Attend relevant training and informational meetings maintaining market, process and platform.
• Identify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations for new business opportunities with prospects.
• Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions.
• Participate in sales effort. Identify and develop additional opportunities with existing clients.
• Provide necessary support and information to clients, advisors, and internal partners for all investment products.

• Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, abined minimum of 11 years' higher education and / or work experience, including a minimum of 7 years' investment-related experience
• Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures andernment regulations
• Proficient personalputer skills with solid knowledge of investment-related software and applications.
• Demonstrated strong verbal and writtenmunication skills Demonstrated strong presentation skills
• Experience listening and accurately interpreting client needs
• Experience developing relationships and interacting with internal and external partners
• Proven experience working effectively within a team environment

• MBA (Master's degree in Business Administration)
• CFA (Chartered Financial Analyst) and / or CFP (Certified Financial Planner) certification.
• Proven experience working with high-net-worth clients andplex client relationships

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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