United Staffing Solutions Newark, NJ, USA
Nov 17, 2017Full time
Job Description A successful and growing financial institution is seeking a Portfolio Manager/ Commercial Underwriter to join their team! The Portfolio Manager will provide domestic as well as international payment processing solutions to help clients work toward their long-term financial goals. Excellent compensation package! Responsibilities and Duties Advise clients on investment strategies and other financial decisions Assess clients' assets, liabilities and overall financial conditions Prepare presentations that recommend various financial products Review and communicate portfolio performances to clients Network and build relationships with new and existing client base Job Requirements: 5-7 years previous experience in banking, financing, or other related fields Experience working with Sageworks or similar software is a HUGE plus. Familiarity with investment products and services Ability to build rapport with clients Strong analytical and critical thinking skills Excellent written and verbal communication skills Please submit your resume for immediate consideration!