Director of Private Banking Portfolio Management Job at JCW, Fairfield County, CT

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  • JCW
  • Fairfield County, CT

Job Description

Our client, a leading private bank, is seeking a Director of Portfolio Management to lead the portfolio management and investment function within their Private Wealth Group. This role is responsible for overseeing portfolio construction and investment advisory for high-net-worth and ultra-high-net-worth clients.

Key Responsibilities:

  • Lead the portfolio management strategy across the private wealth platform
  • Develop and implement investment policy, asset allocation, and portfolio construction frameworks
  • Oversee the delivery of investment advice to relationship teams and clients
  • Partner with internal stakeholders to enhance investment offering and advisory processes
  • Manage team of portfolio managers and investment professionals
  • Ensure portfolios align with client objectives, risk tolerance, and regulatory requirements
  • Maintain oversight of performance monitoring, reporting, and portfolio rebalancing

Requirements:

  • CFA charterholder
  • Minimum 10 years of experience in portfolio management or investment advisory within private wealth or private banking
  • Strong understanding of multi-asset class portfolio construction
  • Demonstrated experience managing teams and delivering investment solutions to HNW and UHNW clients
  • Experience navigating complex client needs and regulatory environments

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