Portfolio Manager
Company: First Realty Management
Location: Lawrence
Posted on: May 8, 2022
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Job Description:
Portfolio Manager Our client is a privately held community bank.
They manage over $3.5 billion in assets under management and
continue to grow year after year. They are looking for a Portfolio
Manager to: 1. Administer and monitor a portfolio of Individual HNW
Client account relationships in accordance with controlling
documentation and/or customer direction, bank policies and external
regulations. 2. Communicate and meet with customers on a proactive
basis and respond to their inquiries or transaction requests in a
timely and accurate manner according to established quality service
standards. 3. Expand client account relationships by recommending
additional products and services to increase fee-based income.
Cross-sell other bank products to further develop the clients
relationship with the bank. 4. Providing excellent customer service
and investment expertise to Wealth Management client relationships
in accordance with established investment policy guidelines, client
direction, internal policies and procedures, and external
regulations. The desired candidate will possess: 1. Bachelors
degree in business or equivalent experience. 2. 6 years experience
in investment management or comparable experience. 3. Comprehensive
knowledge investment theory and practices. 4. Preferred CFA, CPA,
CFP, or MBA. Our search consultants are Financial Services
'industry insiders' working specifically with Internal and External
Wholesalers, National Sales Managers, Investment and Wealth
Management Representatives, Relationship Managers, Branch Managers,
Compliance Officers, Operations Managers, Investment Money
Managers, Portfolio Managers, Research Analysts, Trust
Officers/Administrators/Managers as well as all Executive Level
positions. Westport One consistently ranks as one of the top 10
offices within the MRI Network system, one of the largest talent
advisory, recruiting, and staffing organizations in the world. Our
55-year-old, global family is comprised of nearly 400 firms with
1,500 search and advisory professionals across four continents. It
takes a network to build a business. So, lets start building! Any
inquiries relating to this ad will be kept confidential. To learn
more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one or
more of the following: ***CLICKING APPLY NOW ON THIS PAGE***
(PREFERRED) Email your resume in WORD format to
kim@westportone.com. Please refer to job reference code
JMS/AustinPortfolio in the subject line. Fax resume with cover
letter to 314-991-9586. Attention: Kim Carlson. Please refer to job
reference code JMS/AustinPortfolio NO CALLS PLEASEby Jobble
Keywords: First Realty Management, Lawrence , Portfolio Manager, Executive , Lawrence, Massachusetts
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here to apply!
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