Wealth Management Portfolio Specialist

3 weeks ago


Las Vegas, Nevada, United States Zions Bancorporation Full time

Wealth Management Portfolio Manager Role

Zions Bancorporation is a leading financial services company operating in western markets. We are recognized for our strong ties to local communities and excellent customer relationships.

Our company offers a range of benefits, including medical, dental, and vision insurance, life and disability insurance, paid parental leave, and adoption assistance. We also provide a 401(k) plan with company match, profit sharing, and competitive compensation.

We are seeking a Wealth Management Portfolio Manager to join our team in Las Vegas, NV. The successful candidate will work closely with wealth advisors to solicit new business and service existing investment clients.

Key Responsibilities

  • Manage and support client investment portfolios for high-net worth individual and institutional clients.
  • Contribute to investment decision making and investment communications.
  • Explain and differentiate between various investment strategies and opportunities.
  • Keep abreast of tax consequences of investment decisions and strategies.
  • Conduct account reviews and maintain fiduciary and compliance training and education.

Requirements

  • Bachelor's degree.
  • Expert knowledge of capital markets and investment management.
  • Ability to work effectively as part of a team in an investment advice driven business model.

We are an equal opportunity employer and welcome applications from diverse candidates.



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