Senior Portfolio Manager

4 weeks ago


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

As a Senior Portfolio Manager at FineMark National Bank & Trust, you will be responsible for managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration. You will develop investment strategies and manage client portfolios in accordance with established goals and objectives, as well as internal and regulatory guidelines.

Key Responsibilities
  • Portfolio Management: Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing document, FineMark policies and procedures, and all applicable federal and state laws and regulations.
  • Relationship Management: Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth, and exceeding client expectations.
  • Business Development: Actively participate and engage in business development activities, prospecting new clients, securing additional assets from existing clients, and uncovering other opportunities to maximize relationships.
Requirements
  • 10+ years of successfully managing investment portfolios for a wealth management company.
  • Bachelor's degree in business administration or finance (a plus).
  • Experience with the asset allocation process.
  • Working knowledge of portfolio theory with some understanding of fiduciary law.
  • Advanced understanding of investing.
  • Proficiency in Microsoft Office: Outlook, Word, and Excel.
  • Exceptional relationship management skills.
  • Excellent written/oral communication and interpersonal skills.
  • Ability to perform as a team player and act independently.


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