Overview In this role you will design and manage discretionary portfolios for high-net-worth clients and institutions. You will collaborate with Private Bankers and Trust Officers to shape investment strategy and support client reviews. You drive portfolio performance, rebalance assets, and ensure regulatory compliance while expanding the client base. You will work closely with cross-functional teams to enhance the client experience and stay ahead of market developments. This is an opportunity to impact wealth growth and client outcomes within a client-centric, results-driven environment.
Responsibilities- Design, construct, and manage client investment portfolios aligned with goals
- Execute trades and rebalance portfolios to maintain asset allocation
- Conduct regular investment and client reviews and communicate strategies and performance
- Monitor portfolio performance and adjust as needed
- Ensure compliance with regulations and company standards
- Collaborate with investment team and internal partners to improve client experience
- Monitor financial markets and indicators; stay informed on regulatory changes
- Develop new client relationships and nurture existing ones
- Support sales opportunities and client relationship reviews with Private Bankers and Trust Officers
- Participate in community activities to raise visibility
Key requirements- Undergraduate degree in business related field or equivalent experience
- Five plus years investment management or investment advisory experience
- Deep knowledge of investment strategies including alternative investments
- Strong understanding of performance measurement concepts
- Knowledge of wealth planning concepts
- Proven track record in cultivating client relationships
- Excellent analytical, verbal, and written communication skills
- Good interpersonal skills to positively represent the bank
- interpersonal skills
- relationship-building
- communication
- investment strategies including alternative investments
- performance measurement concepts
- wealth planning concepts
