Wealth Management Vice Presidents

At least 10 years of investment experience and a proven record of generating new business are required to work as a vice president.

Vice presidents need excellent communication and interpersonal skills to interact effectively with investors, potential clients, and partners, as well as to closely supervise and mentor associates and analysts. They should have strong sales and business acumen, leadership ability, good judgment, excellent quantitative and project management skills, a detail-oriented personality, creativity, the ability to work in a fast-paced environment, and a keen interest in and knowledge of the investment industry, investment strategies, and financial products.