Wm Investment Strategist 3
Location: Reading, Pennsylvania
Description: Wells Fargo is employing Wm Investment Strategist 3 right now, this job will be placed in Pennsylvania. More details about this job opportunity kindly see the descriptions. Job Title:
Wm Investment Strategist 3
Requisition Number:
3790385
Schedule Type:
Regular
Work Hours:
40.00
Telecommute Option:
! Not Indicated
PA-Reading
Location:
Job Description
Develops, recommends, and directs execution of investment strategies for a group of clients. Manages difficult or complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts. With broad investment strategy authority and acting independently within established investment policy guidelines, manages medium- to large-sized client accounts. May help shape the investment policies (through teams) within Wealth Mgmt Group. Consults with Relationship Manager, Financial Consultant, Private Banker, Account Administrator (if applicable) and client to develop investment strategies based on management philosophy and customer objectives. Utilizes an investment consulting approach to execute investment strategies leveraging individual securities (incl. equities, bonds, ETFs, real estate securities, etc.), pooled vehicles (incl. open and ! closed end Mutual Funds and DIFs), "open architecture" platfor! ms, and "alternative" investments to maximize returns commensurate with an acceptable level of risk for the client. Performs investment research, keeps informed of developments in investment management industry and confers with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems. Develops new business through sales/marketing while leveraging partnership opportunities throughout the firm. May act as a lead for Investment Management Specialist and/or a defined market area.
Basic Qualifications
6+ years investment management experience.
Minimum Qualifications
Minimum Qualifications
6+ years investment management experience, CFA candidate. Bachelors degree
Strong investment background with an understanding of investment management and the overall securities markets. Excellent communication and interpersonal skills, with demonstrated ability to deliver excepti! onal client service (intermediary and end client). Professional presentation skills and demeanor. Must possess excellent business judgment and work well both independently and as a member of a high performance team
Preferred Skills
Possess Chartered Financial Analyst (CFA) designation and advanced degree. Ten years experience managing/servicing a high volume of affluent and/or high net worth client situations and/or selling investment related products or programs, preferred
- .
If you were eligible to this job, please send us your resume, with salary requirements and a resume to Wells Fargo.
Interested on this job, just click on the Apply button, you will be redirected to the official website
This job will be opened on: Thu, 12 Sep 2013 23:55:39 GMT
Apply Wm Investment Strategist 3 Here