Wealth Management Portfolio Manager I

JOB RESPONSIBILITIES

• 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

DESIRED KNOWLEDGE, SKILLS AND ABILITIES

• 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

EDUCATION AND EXPERIENCE

• Must possess high school diploma or equivalent
• Bachelor's degree in business or equivalent combination and work experience
• 4-6 years of specialization experience

SCHEDULE

Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed.

Physical Requirements: This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.