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Portfolio Manager

Company: First Realty Management
Location: Lawrence
Posted on: May 8, 2022

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 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 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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