- Location: US-L-Chicago
- Job Type: Full Time
- Industry: Banking
- Job Function: Sales
- Compensation Profile:
- Salary Range: $70,000 - $110,000 per year based on experience
Description:• Provide proactive and comprehensive investment management to your clientele and the Private Client Group team.
• Support the Relationship Manager within the client/prospect sales process as well as support regional marketing activities and development of Centers of Influence as needed.
• Proactively monitor and manage all accounts while providing sufficient documentation of strategy and execute investment strategy in accordance with client investment policy.
• Ensure account compliance to investment strategy and client investment policy statements, as well as proper account diversification.
Requirements: : Graduate degree required, graduate Business Degree preferred
• CFA OR CFP preferred
• Three to five years of Portfolio Management experience required
• Strong quantitative and analytical ability in investment management
• Strong communication skills (oral & written)
• Excellent customer service and telephone skills required
Other:
- Education: graduate degree
- Experience: 3-5 years portfolio management
- Other:
Contact:
- William Jaques
Jaques and Associates, LLC
22030 Robins Way
Mattawan, MI 49071
US
- voice: 269-668-4979
- fax: 269-668-3649
- email: bill@jaquesandassociates.com
- web: www.jaquesandassociates.com
- Job ID Code: JAQ82341
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