PWM Portfolio Manager
: Job Details :

Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM). Basic Qualifications- Bachelor's degree, or equivalent work experience- 10 or more years of investment experience. Preferred Skills/ Experience- Thorough understanding of investment management- Strong knowledge of finance, economics and general business- Effective sales and relationship management/client services skills- Ability to effectively present investment strategies to clients- Ability to make critical decisions independently- Excellent interpersonal and verbal and written communication skills. Location. The role offers a hybrid/flexible schedule, which means there's an...Portfolio Manager, Manager, Portfolio, Client Relations, Banking, Investment