Senior Investment Manager

5 days ago

Fort Myers, Florida, United States Finemark National Bank Full time

At Finemark National Bank, we are seeking an exceptional Senior Investment Manager to join our wealth management team. As a key member of our team, you will be responsible for managing client portfolios and building long-lasting relationships with our clients.

We offer a highly competitive salary, ranging from $120,000 to $180,000 per year, depending on experience and qualifications.

Job Description

Job Summary: We are looking for a skilled investment professional to manage client portfolios and develop comprehensive wealth management strategies. The ideal candidate will have 10+ years of experience in portfolio management and excellent relationship-building skills.

  • Portfolio Management: Analyze clients' complete financial picture and work with them to develop a comprehensive understanding of their unique investment goals and objectives.
  • Investment Research: Continuously perform investment research and stay informed of developments in security markets to ensure the best possible investment outcomes for our clients.

Key Responsibilities:

Relationship Management: Build and maintain strong relationships with our clients through regular communication and by delivering exceptional customer service.

Business Development: Actively participate in business development activities to identify new opportunities and grow our client base.

Required Skills and Qualifications

Education and Experience: A bachelor's degree in business administration or finance is required, along with 10+ years of experience in portfolio management. Advanced certifications such as CFA or CFP are highly preferred.

  • Communication Skills: Excellent written and verbal communication skills are essential for this role, as well as the ability to effectively present complex financial information to clients.
  • Interpersonal Skills: Strong interpersonal skills are necessary to build and maintain relationships with clients and colleagues.
Benefits

Salary: $120,000 - $180,000 per year, depending on experience and qualifications.

Bonus Structure: Eligible employees may receive bonuses based on individual performance and company goals.

Benefits Package: Comprehensive benefits package including health insurance, retirement plan, and paid time off.

Others

Equal Opportunity Employer: Finemark National Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that values diversity, equity, and inclusion.

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