Senior Portfolio Manager
5 days ago
Portfolio Manager III Job Description
First Western is seeking an experienced Portfolio Manager III to lead our investment management team. As a key member of our team, you will be responsible for delivering comprehensive solutions to high-net-worth clients, exceeding their financial goals, and building trusted relationships.
Key Responsibilities:
- Serve as the primary point of contact for investment management clients, working closely with colleagues to build strong client relationships.
- Provide timely responses to client investment inquiries and requests, ensuring client satisfaction through adherence to client segment service standards.
- Support the growth and development of the Profit Center's investment portfolio by partnering with the team to advise prospective, new, and existing clients on holistic investment strategies.
- Identify and introduce new opportunities to the office through individual networking and consultative selling, contributing to the overall annual office non-interest income fee growth goal.
- Coordinate preparation of RFPs, investment sales presentations, and other materials as necessary, ensuring seamless client onboarding and new account opening.
- Develop asset allocation strategies for clients, in compliance with enterprise-wide recommendations and First Western Trust Investment Policy Statement (IPS).
- Maintain asset allocation discipline, producing cash flow and wealth planning tools to enhance client relationships and expand Bank wallet share.
- Drive investment product strategies and initiatives as appropriate, collaborating with the team to achieve business objectives.
- Assist with new associate training and onboarding, mentoring other Portfolio Managers and Investment Associates, and participating in joint calling efforts.
Requirements:
- Proficient in Microsoft Office Suite, with exceptional Excel skills.
- Experience with CRM preferred.
- Strong mathematical and analytical skills.
- High initiative and follow-through.
- Ability to work independently and with a team.
- Excellent written and verbal communications skills.
- Able to organize, prioritize, multi-task, and self-start.
What We Offer:
- A competitive compensation package, including a base salary of $137,000 - $206,000 per year, with strong bonus potential.
- A comprehensive benefits program, including 401(k) plan with match, paid parking/transportation benefits, access to training & professional development programs, and more.
First Western Financial, Inc. is an Equal Opportunity Employer
We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
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