VP, Portfolio Manager II
2 days ago
First Western is seeking a highly skilled and experienced Senior Investment Portfolio Manager to join our team.
This is a challenging and rewarding opportunity for a passionate and experienced professional to play a vital role in helping high-net-worth clients achieve their financial goals.
As a Senior Investment Portfolio Manager at First Western, you will work closely with our Wealth Management team to deliver comprehensive solutions that exceed client expectations.
You will be responsible for leading the growth and development of the Profit Center's investment portfolio, generating new client leads, and preparing investment management proposals.
You will also partner with the team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank.
Key responsibilities include:
- Developing asset allocation strategies for clients
- Preparing and updating investment policy statements for clients and monitoring portfolios to ensure adherence
- Meeting with clients at least quarterly to review investment performance
- Communicating with clients on a regular basis to explain investment results and market conditions
- Maintaining current knowledge of and complying with all applicable laws and regulations, policies, and procedures
We offer a competitive compensation package, comprehensive benefits program, and ongoing training and development opportunities.
Interested in learning more? Visit us today at [First Western Financial, Inc. website].
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VP, Portfolio Manager II
3 weeks ago
Fort Collins, Colorado, United States First Western Full timeJob Title: VP, Portfolio Manager IIFirst Western is seeking a highly skilled and experienced VP, Portfolio Manager II to join our team. As a key member of our Wealth Management team, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key Responsibilities:Develop and implement comprehensive investment strategies for...
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VP, Portfolio Manager II
3 weeks ago
Fort Collins, Colorado, United States First Western Full timeVP, Portfolio Manager II Job DescriptionFirst Western is seeking a highly skilled and experienced VP, Portfolio Manager II to join our team.We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.Key...
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Fort Collins, Colorado, United States First Western Full timeJob SummaryFirst Western is seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our investment management team, you will be responsible for leading the growth and development of our investment portfolio, working closely with our Fort Collins team to deliver comprehensive solutions that exceed client...
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