AV
AvoltaShift Manager
Manager I at HMSHost supervising restaurant management operations and ensuring compliance with operational standards. Overseeing team activities and maintaining high levels of service at the airport food & beverage location.
About the role
- Serves as a central point of contact for HNW clients
- Oversees investment portfolios and delivers personalized advice
- Builds successful investment portfolios informed by market conditions and economic trends
- Executes securities transactions in client portfolios to maintain a specific investment strategy
- Maintains new and existing client relationships
- Evaluates the performance of investment portfolios and ensures compliance with standards
Requirements
- 5+ years working directly with wealth management clients
- 7+ years working directly with wealth management clients preferred
- CFA, CFP Certification
- University Degree
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
AV
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