Angott Search Group has partnered with an established and highly regarded team of wealth management professionals in their search for a Portfolio Manager. This Portfolio Manager will manage client relationships, often partnering with a senior advisor to provide comprehensive investment management and retirement planning solutions. This is an exceptional opportunity for a wealth management professional who is in the first five to ten years of their career to grow and learn from a team of knowledgeable, highly skilled wealth management professionals. Fortunately, this team has experienced strong client growth resulting in the need to hire this Portfolio Manager.
A qualified individual will have two to fifteen years of experience managing relationships for clients with investment and retirement needs at a bank, broker or boutique wealth management firm. The ideal person will be passionate about delivering the highest quality of service while developing their career to become a lead advisor, someone who clients seek out for advice on important issues. This individual will formulate and implement advice for their clients and at times, they may leverage the knowledge of specialists on their team to develop recommendations.
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