Wealth Management Portfolio Manager
United Community Bank
full-time
Posted on:
Location Type: Office
Location: Brentwood • Tennessee • United States
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About the role
- Design, construct, and manage client investment portfolios in line with clients’ financial goals.
- Execute trades and rebalance portfolios to maintain optimal asset allocation.
- Complete investment and client reviews annually or as required.
- Communicate with clients to understand their financial objectives and explain investment strategies and performance.
- Monitor investment performance of portfolios and adjust as necessary.
- Ensure compliance with the relevant regulations and company’s standards.
- Collaborate with the investment team and other internal partners to enhance the client experience.
- Monitor and analyze financial markets, trends, and economic indicators.
- Continually build a network of internal and external sources to acquire new client relationships.
- Stay informed on legal and regulatory changes affecting investment management.
- Drive business results and acquire new assets, both from existing client base and new client acquisition.
- Actively participate in community activities and events with purpose of visibility in the community and prospects.
Requirements
- Undergraduate degree in business related field or equivalent experience.
- Preferred degree or designations, MBA, CFA, CIMA, and/or CFP certification.
- Five plus years investment management or investment advisory experience.
- Deep knowledge of investment strategies including alternative investments.
- Detailed understanding of performance measurement concepts and methodologies.
- Strong knowledge of investment management and wealth planning concepts.
- Proven track record in cultivating new and existing client relationships.
- Good interpersonal skills to represent the bank positively in dealing with clients.
- Excellent analytical, quantitative, verbal, and written communication skills.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment managementinvestment advisoryperformance measurementinvestment strategiesalternative investmentswealth planningportfolio managementasset allocationtrade executionfinancial analysis
Soft Skills
interpersonal skillscommunication skillsanalytical skillsquantitative skillsrelationship buildingcollaborationclient managementcommunity engagementproblem-solvingnetworking
Certifications
MBACFACIMACFP