Wealth Management Portfolio Manager
About the position Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions. Establish and implement investment objectives on a client-by-client basis. Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed. Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances. Complete all regulatory reviews. Advise and mentor new Portfolio Managers, when applicable. Evaluate mutual fund portfolios and other models used for global rebalancing. Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned Responsibilities • Managing, evaluating, and monitoring investment portfolios for trust & investment clients • Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions. • Establish and implement investment objectives on a client-by-client basis. • Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed. • Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances. • Complete all regulatory reviews. • Advise and mentor new Portfolio Managers, when applicable. • Evaluate mutual fund portfolios and other models used for global rebalancing. • Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks • Deliver a consistent, high level of service within our Serving More standards • Other duties as assigned Requirements • Interpersonal/Customer Service Skills • Written and Verbal Communication • Ability to understand and follow directions • Adaptable to change • Basic Computer Skills • Leadership/Management Skills • Ability to influence others • Ability to build collaborative relationships • Organizational Skills/Detail Oriented • Analytical Thinking • Able to Multi-Task or Juggle Priorities • Problem/Situation Analysis • Technical Expertise • Strategic Planning and Decision Making • Creativity • Ability to develop or mentor others • Ability to work as part of a team • Must possess high school diploma or equivalent • Bachelor's degree in business or equivalent combination and work experience • 2-4 years of specialization experience Apply tot his job