Fixed Income Private Wealth Portfolio Strategist
R
Raymond James Financial, Inc.
📍 New York, NY, United States
Job Description
**Essential Duties and Responsibilities**
• Collaborate with financial advisors to develop fixed income strategies for their high net worth and ultra high net worth clients and prospects
• Construct custom built portfolios of individual bonds across a range of product types (municipal bonds, corporate bonds, Treasuries, etc.)
• Serve as a fixed income market expert and resource, providing timely market commentary and analysis to financial advisors.
• Build and maintain relationships with financial advisors to assist in maintaining and growing their high net worth client-base
• Educate financial advisors on the benefits of fixed income
• Participate in developing strategy and communication resources, as well as financial advisor recruiting and public speaking activities.
• Build a relationship with all trading operations in supporting the creation and implementation of portfolios
**Knowledge of**
• Wealth m...
• Collaborate with financial advisors to develop fixed income strategies for their high net worth and ultra high net worth clients and prospects
• Construct custom built portfolios of individual bonds across a range of product types (municipal bonds, corporate bonds, Treasuries, etc.)
• Serve as a fixed income market expert and resource, providing timely market commentary and analysis to financial advisors.
• Build and maintain relationships with financial advisors to assist in maintaining and growing their high net worth client-base
• Educate financial advisors on the benefits of fixed income
• Participate in developing strategy and communication resources, as well as financial advisor recruiting and public speaking activities.
• Build a relationship with all trading operations in supporting the creation and implementation of portfolios
**Knowledge of**
• Wealth m...