Portfolio Manager - Wealth Management

Description

POSITION SUMMARY:  

The Portfolio Manager in the Trust and Wealth Management department is a client-facing role responsible for managing and growing a portfolio of clients. The incumbent will provide expert investment advice and wealth management services, fostering strong relationships to meet clients' financial goals. The Portfolio Manager will utilize their extensive knowledge of investments, market trends, and financial planning to deliver personalized strategies and exceptional service.

PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES:

• Client Relationship Management:
  • Serve as the primary point of contact for a portfolio of clients, delivering personalized investment and wealth management advice.
  • Conduct regular meetings with clients to review their financial status, discuss investment strategies, and adjust plans as needed.
  • Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention.

• Investment Management:
  • Analyze clients' financial goals, risk tolerance, and investment preferences to create tailored investment portfolios.
  • Monitor and manage investment portfolios, making strategic adjustments based on market conditions and clients' evolving needs.
  • Stay informed about market trends, economic conditions, and regulatory changes to provide proactive investment advice.

• Wealth Management:
  • Provide comprehensive wealth management services, including retirement planning, estate planning, tax planning, and risk management.
  • Collaborate with internal and external experts to offer holistic financial solutions that address clients' complex needs.
  • Ensure compliance with all regulatory requirements and adhere to the bank's policies and procedures.

• Business Development:
  • Identify opportunities to expand the client base through networking, referrals, and strategic marketing initiatives.
  • Participate in community events and represent the bank in professional organizations to enhance visibility and build relationships.
  • Contribute to the development and execution of the department's business growth strategies.

Qualifications

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Business, Finance, or a related field.
• Minimum of 3 years of experience in investments, wealth management, or a related financial services role.
• Professional credentials such as Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA) are highly desirable.
• Strong knowledge of investment products, financial planning principles, and regulatory requirements.
• Excellent communication, interpersonal, and analytical skills.
• Proven track record of building and maintaining client relationships and delivering exceptional client service.

PHYSICAL REQUIREMENTS: 

Typical office environment.  Requires the ability to operate numerous types of office equipment such as computers, printers, scanners, fax machines, copiers and calculators.  Primarily a sedentary position but requires occasional standing, walking, lifting, carrying, bending, kneeling, stretching, and stooping.  Requires the ability to view and read computer screens and paper documents.

GENERAL NOTICE:

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive.  It does not state or imply that these are the only duties and responsibilities assigned to the position.  The employee may be required to perform other job-related duties.  All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability. 

This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.