Wealth Portfolio Manager

4 weeks ago


Appleton, Wisconsin, United States Nicolet National Bank Full time
Job Overview

Nicolet National Bank is seeking a skilled Wealth Portfolio Manager to join our team. As a key member of our wealth management group, you will be responsible for managing investment portfolios for institutional and high-net-worth individual clients.

Key Responsibilities
  • Develop and maintain investment strategies tailored to client needs and risk tolerance.
  • Collaborate with clients to understand their financial objectives, income, expenses, and insurance coverage.
  • Provide timely and informative communication to clients on portfolio performance and strategy.
  • Work closely with trust administrative officers to ensure client needs are met.
  • Deliver exceptional customer service and build strong relationships with clients.
  • Contribute to internal committees that review and set investment policies and procedures.
  • Stay up-to-date on market trends, legal, and tax implications of investment decisions.
  • Ensure fiduciary investment compliance and corporate governance of the investment group.
  • Develop new account relationships through community and professional visibility.
  • Maintain knowledge of trust laws, rules, and regulatory agencies.
Requirements
  • Bachelor's degree in Finance, Accounting, or Economics required.
  • Master's degree in Finance, Accounting, or Economics preferred.
  • Chartered Financial Analyst (CFA) charterholder preferred.
  • 2-3 years of experience in investment management required.
  • 5 years of investment experience preferred.
  • Series 7 and 66 License required.

Nicolet National Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a work environment where our employees feel valued, respected, and supported.


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