The Wealth/Portfolio Manager will be responsible for overseeing the team's investment portfolio, including the management, evaluation, and strategic allocation of assets. The ideal candidate will possess extensive experience in portfolio management, a deep understanding of financial markets, and the ability to deliver personalized investment strategies that align with the team's long-term financial goals. Key Responsibilities: Portfolio Management: - Develop and implement investment strategies to achieve the team's financial objectives. - Monitor and adjust asset allocation based on market conditions and the team's evolving needs. - Conduct regular portfolio reviews and performance analysis to ensure optimal returns. Investment Analysis: - Perform in-depth research and analysis of investment opportunities across various asset classes, including equities, fixed income, real estate, private equity, and alternative investments. - Evaluate and recommend investment opportunities that align with the team's risk tolerance and financial goals. Financial Planning: - Collaborate with team members to understand their financial objectives, risk tolerance, and liquidity needs. - Develop comprehensive financial plans that include retirement planning, tax strategies, estate planning, and philanthropic goals. - Provide ongoing advice and support to help the team achieve their financial aspirations. Risk Management: - Identify and mitigate potential risks within the investment portfolio. - Implement risk management strategies to protect the team's assets during market downturns. Reporting and Communication: - Prepare and present detailed reports on portfolio performance, market trends, and investment strategies to the team and relevant stakeholders. - Maintain open and transparent communication with team members, providing regular updates and addressing any concerns. Compliance and Governance: - Ensure all investment activities comply with regulatory requirements and the team's governance policies. - Maintain accurate and up-to-date records of all investment transactions and documentation.

Qualifications: - Bachelor's degree in Finance, Economics, Business, or a related field (Master's degree or CFA designation preferred). - Minimum of 7 years of experience in wealth management, portfolio management, or a related field. - Proven track record of successfully managing investment portfolios and delivering consistent returns. - Strong analytical and quantitative skills with the ability to interpret complex financial data. - In-depth knowledge of financial markets, investment products, and asset allocation strategies. - Excellent communication and interpersonal skills, with the ability to build strong relationships with team members and external advisors. - High ethical standards and a commitment to confidentiality and discretion