Portfolio Manager

Job Location: 
Canton, OH

Our client is a Regional Bank with a highly successful Wealth Management Department. The Portfolio Manager will play an active part in the department’s continued growth through business development efforts and expertise when servicing current relationships. Our client is looking for someone who work well with clients and team members, maintaining a healthy culture, a good environment to grow and a collaborative team spirit.

 

Responsibilities:

Provide clients with a holistic approach to their investment advice, working on multiple facets of client´s financial lives.

Properly manage each account through ongoing communication to assess client’s needs in order to ensure they are receiving the best service and refer to the appropriate specialist when needed.

Provide the client with the appropriate solutions based on their needs and goals in order to maximize their objectives.

Maintain education on the client's goals and strategy in regards to their account and properly educate them on the bank's investment philosophy

Partner with other service providers of the client such as attorney, advisors, consultants, and other financial service providers to accomplish the service goals and objectives of the client. 

Stay abreast of the changes in regulations and ensure those changes are properly communicated.

Technical skills and knowledge to develop a comprehensive financial plans for clients

 

Qualifications:

Bachelor’s Degree in Business

Minimum of 5 years’ experience within Wealth Management (Trust and Fiduciary Management)

CFP is preferred, CPA, JD desired

 

Recruiter Name: 
Byron Vargas
Recruiter Phone: 
(262) 886-8000 ext. 260
Category: 
Banking & Financial Services

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