Wealth Manager - Investments - Private Client

Primarily responsible for creating and managing investment allocations for private clients,

Follows a predetermined strategy for investment, dictated by an investment policy statement (IPS), to achieve a client's investment objectives.

Craft the investment packages supplied to clients, have to buy and sell securities in an investor's account to maintain a specific investment strategy or objective over time.

Determines a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations and market conditions.

Involves maintaining client relationships. Regular contact with investor clients regarding market conditions, updated investment research and economic trends is imperative to sustaining a viable book of business.

Additionally, as part of their fiduciary duty, must meet with clients on at least an annual basis to ensure investment objectives .

Must periodically evaluate the performance of predetermined investment packages, as well as meet standards provided by regulatory organizations.