Description

We are seeking an experienced Portfolio Manager to join our wealth management team in Richmond, Virginia.  This role is ideal for an investment professional who enjoys both portfolio management and client engagement. The successful candidate will manage an existing book of high-net-worth client relationships while also helping shape the investment strategies that support approximately $7 billion in assets under advisement.  What makes this opportunity unique:

• Existing client relationships assigned from day one
• Membership on the Investment Committee
• Opportunity to participate in research and investment decision-making across a $7 billion platform
• Competitive compensation structure including base salary, bonus, and long-term  incentive opportunities
• Collaborative, team-oriented culture within a growing bank wealth management organization

Requirements

• 3+ years of experience managing high-net-worth client portfolios
• Bachelor's degree in Finance, Economics, Accounting, or a related field
• CFA designation or progress toward the CFA program preferred
• Strong investment judgment and analytical skills
• Excellent communication skills and the ability to build trust with clients