Financial Services Portfolio Manager
5 days ago
We are seeking a skilled Financial Services Portfolio Manager to join our team at FineMark National Bank & Trust. As a key member of our organization, you will play a critical role in managing client portfolios and building meaningful relationships with clients.
About the Role
This is a highly responsible position that requires a deep understanding of investment management and fiduciary law. The successful candidate will have extensive experience in managing investment portfolios for a wealth management company, as well as a strong background in business administration or finance.
Key Responsibilities
- Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines.
- Analyze clients' complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives.
- Determine risk profile and educate clients about investment risks and the risk/reward tradeoff.
- Create an appropriate investment portfolio ensuring implementation and execution of investment strategies to maximize returns commensurate with an acceptable level of risk.
Requirements
- Bachelor's degree in business administration or finance (MBA preferred).
- 10+ years of experience in managing investment portfolios for a wealth management company.
- Experience with asset allocation process and portfolio theory.
- Working knowledge of fiduciary law and exceptional relationship management skills.
Compensation
The estimated annual salary for this position is $120,000 - $180,000, depending on experience. We offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
Work Environment
This position primarily requires sedentary work, exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.
FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions.
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