Wealth Portfolio Manager

2 days ago


Green Bay, Wisconsin, United States Nicolet National Bank Full time
Job Title: Wealth Portfolio Manager

Nicolet National Bank is seeking a highly skilled Wealth Portfolio Manager to join our team. As a Wealth Portfolio Manager, you will be responsible for managing the investment portfolios for Institutional and High-Net-Worth individual clients.

Key Responsibilities:
  • Develop and maintain appropriate investment strategies and asset allocations for clients based on their financial objectives, risk tolerance, and circumstances.
  • Work closely with clients to understand their financial needs and goals, and provide timely and informative communication on portfolio strategy and results.
  • Collaborate with the Trust Administrative Officers to manage client relationships and ensure that all investment account needs are met.
  • Provide exceptional customer service to clients and ensure that their needs are met in a timely and professional manner.
  • Stay up-to-date with market news and trends, and current legal and tax consequences of investment decisions.
  • Responsible for fiduciary investment compliance and corporate governance of the investment group.
  • Develop new account relationships through community and professional visibility.
  • Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
Requirements:
  • Bachelor's Degree in Finance, Accounting, or Economics required.
  • Master's Degree in Finance, Accounting, or Economics preferred.
  • Chartered Financial Analyst (CFA) charterholder preferred.
  • 2-3 years of experience required.
  • 5 years of investment experience preferred.
  • Series 7 and 66 License required.

Nicolet National Bank is an Equal Opportunity Employer/Veterans/Disabled. We are committed to creating a work environment where our employees feel valued, respected, and supported. If you are a motivated and experienced professional looking for a challenging and rewarding career opportunity, please submit your application.



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