Senior Portfolio Manager
4 weeks ago
First Western is seeking an experienced SVP Portfolio Manager III to play a vital role in helping high-net-worth clients achieve their financial goals.
The successful candidate will work closely with our Vail and Aspen teams to deliver comprehensive solutions that exceed client expectations.
Key Responsibilities:
- Serve as the point of contact for investment management clients and build trusted and loyal client relationships.
- Provide timely responses to client investment inquiries or requests.
- Ensure client satisfaction through adherence to client segment service standards, maintenance of the relationship, and proactive outreach for quarterly reviews.
- Support the growth and development of the Profit Center's investment portfolio by partnering with the team to advise prospective, new, and existing clients.
- Identify and introduce new opportunities to the office via individual networking and consultative selling.
- Quarterback and provide sales support for new opportunities as appropriate.
- Develop asset allocation strategies for clients, in compliance with enterprise-wide recommendations.
- Maintain asset allocation discipline as assigned by First Western Trust Investment Policy Statement (IPS).
- Drive investment product strategies and initiatives as appropriate.
- Assist with new associate training and onboarding as requested and mentoring of other Portfolio Manager(s) and Investment Associate(s).
Requirements:
- Proficient in Microsoft Office Suite, with exceptional Excel skills.
- Experience with CRM preferred.
- Strong mathematical and analytical skills.
- High initiative and follow-through.
- Ability to work independently and with a team.
- Excellent written and verbal communications skills.
- Able to organize, prioritize, multi-task, and self-starter.
Education and Experience:
- Bachelor's Degree in Business, Finance, or related field.
- Master's Degree in Business Administration (MBA) preferred.
- 7-10 years of related investment management experience.
- 5-7 years of experience in business development within a local market area.
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) upon hire.
What We Offer:
- A competitive compensation package.
- A comprehensive benefits program.
- Ongoing training and development.
- Strong bonus potential.
First Western is an Equal Opportunity Employer and is committed to creating an inclusive and safe environment for all employees.
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