Director of Private Banking Portfolio Management Job at JCW, Fairfield County, CT

bnBGTVNuZ1pLSUZRZXhldjhQeVpZNG44Smc9PQ==
  • JCW
  • Fairfield County, CT

Job Description

Our client, a leading private bank, is seeking a Director of Portfolio Management to lead the portfolio management and investment function within their Private Wealth Group. This role is responsible for overseeing portfolio construction and investment advisory for high-net-worth and ultra-high-net-worth clients.

Key Responsibilities:

  • Lead the portfolio management strategy across the private wealth platform
  • Develop and implement investment policy, asset allocation, and portfolio construction frameworks
  • Oversee the delivery of investment advice to relationship teams and clients
  • Partner with internal stakeholders to enhance investment offering and advisory processes
  • Manage team of portfolio managers and investment professionals
  • Ensure portfolios align with client objectives, risk tolerance, and regulatory requirements
  • Maintain oversight of performance monitoring, reporting, and portfolio rebalancing

Requirements:

  • CFA charterholder
  • Minimum 10 years of experience in portfolio management or investment advisory within private wealth or private banking
  • Strong understanding of multi-asset class portfolio construction
  • Demonstrated experience managing teams and delivering investment solutions to HNW and UHNW clients
  • Experience navigating complex client needs and regulatory environments

Job Tags

Similar Jobs

Waste Management

Analyst II, UKG/Kronos Application Support Job at Waste Management

 ...delivering basic reports and queries utilizing delivered software. Follows established data governance.Documents all configuration.UKG/Kronos expereince is highly preferredIII. Supervisory ResponsibilitiesNo supervisory duties.IV. QualificationsThe requirements listed... 

Apptad Inc

SAP Basis Lead Job at Apptad Inc

 ...Job Title: SAP Basis Lead Job Location: Illinois (Remote) An SAP Basis Lead is responsible for overseeing the technical administration, maintenance, and optimization of SAP systems within an organization. This role involves leading a team of Basis administrators... 

Brixey & Meyer

Tax Senior Manager Job at Brixey & Meyer

 ...world of accounting, we want to meet you! TAX SENIOR MANAGER POSITION SUMMARY:...  ...TAX SENIOR MANAGER JOB FUNCTIONS: Prepares and reviews businesses, individuals, and...  ...federal, state, and local provisions for income taxes (preferred, not required) Understands... 

Insight Global

Assistant Teacher - Autism Job at Insight Global

 ...Insight Global is hiring Assistant Teachers/Aides for one of our clients! While a background in early childhood or special education is preferred, we welcome candidates without formal credentials who demonstrate the right qualities and a willingness to learn. Responsibilities... 

USAA

Data Engineer I Job at USAA

 ...Breakdown business features and into technical stories and approaches. Analyze data and enable machine learning. Create proof of concepts and prototypes. Help on-board entry level engineers. Collaborate with the team and other engineers to plan and execute assignments...