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Portfolio Manager III
The candidate act as Investment quarterback of client relationship by evaluating, designing and overseeing all aspects of portfolio construction including manager selection. Will oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional...
Responsibilities: Support internal colleagues in all aspects of the administration of trust accounts where Bessemer serve as trustee. Participate in the review of distribution request memos for content and appropriate supporting documentation, review of Special Investment Requests, review of Power-to-Adjust Requests, etc., including coaching of internal client team members on appropriate submission content. Review sophisticated inter-vivos and testamentar...
Wealth Management - Private Bank - Banker - Vice President or Executive Director
The candidate as a Banker with J.P. Morgan Private Bank, will be accountable for identifying and developing client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialis...