Portfolio Manager I

Job Description:

• Oversee completion of investment policy statement to gain a deep understanding of client risk tolerance
• Help drive Chief Investment Office portfolio and model solution adoption
• Act as a technical/industry expert in managing complex client relationships
• Work with business partners to deepen existing client relationships and effectively communicate the Private Bank investment philosophy and value proposition
• Help promote the Private Bank's Digital Capabilities with clients and prospects
• Strong familiarity with the Private Bank Investment platform, products and solutions  
• Work with clients to review investment performance and forecast market changes based on economic and industry analysis to ensure current asset allocation is appropriate.
• Conduct all aspects involved with managing portfolios, including digital engagement, trade execution, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interactions
• Support revenue growth of the Regional Office by meeting individual investment management, credit and deposit goals
• Supervising, mentoring and coaching junior staff members

Required skills:

• Strong relationship management skills 
• Knowledge of fiduciary and financial products and services required through related work experience in a regulated environment
• Broad-based technical knowledge and strong track record of operational excellence
• Knowledge of fiduciary standards, principles and applicable laws with regard to the investment management of client assets

Qualifications:

• A minimum of 2+ years of investment decision making and financial consulting experience working with high net worth clients
• Proven experience in investment and financial asset management
• Understanding of the fiduciary standard and strategies for managing risk
• Excellent verbal and written communication skills
• Strong analytical and problem-solving skills
• High interest in and enthusiastic about economic and financial markets and trends
• Undergraduate degree in Finance, Accounting, Economics or equivalent investment experience preferred as well as holding or working towards appropriate credentials such as CFP and or CFA designation ​

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