Investment Portfolio Manager

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). Requirements Bachelor's degree, or equivalent work experience 10 or more years of investment experience Thorough understanding of investment management Strong knowledge of finance, economics and general business Strong 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 Hard Skills Investment Experience Finance Knowledge Economics Knowledge Business Acumen Soft Skills Interpersonal Skills Verbal Communication Written Communication Certifications & Qualifications Bachelor's Degree #J-18808-Ljbffr Jobtailor