Senior Portfolio Strategist

6 days ago


Charlotte North Carolina, United States First Citizens Bank Full time
Job Summary

We are seeking a highly skilled and experienced Senior Portfolio Strategist to join our team at First Citizens Bank. As a key member of our Wealth Management group, you will be responsible for providing exceptional investment advice and portfolio management services to our high net worth clients.

Key Responsibilities
  • Portfolio Strategy: Develop and implement customized investment strategies for clients, taking into account their individual financial goals and risk tolerance.
  • Relationship Development: Build and maintain strong relationships with clients, providing exceptional service and support to ensure their satisfaction and retention.
  • Investment Expertise: Stay up-to-date on market trends and economic conditions, providing expert advice and guidance to clients on investment opportunities and portfolio management.
  • Business Support: Collaborate with other team members to identify new business opportunities and develop strategies to grow our client base.
Requirements
  • Bachelor's Degree and 8 years of experience in Selling Investment Services, Relationship Management, critical thinking OR High School Diploma or GED and 12 years of experience in Selling Investment Services, Relationship Management, critical thinking
  • CFP or CFA designation
  • Familiarity with investment software like Envestnet
  • Ability to communicate effectively and build strong partnerships


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