How to become a client portfolio manager?

The primary qualifications for becoming a client portfolio manager are a bachelor's degree and significant amounts of industry experience. Most in this career have a degree in finance, business, or a related field, but some employers prefer candidates who are certified financial advisors and have a Master of Business Administration (MBA). Additional industry licenses and certifications can help you stand out in the job market, but the most valuable asset you can have is a record of successful management of client accounts. Other helpful qualities for starting a career as a client portfolio manager include excellent communication and interpersonal skills and proficiency with basic computer programs, such as Microsoft Office.