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 long-term financial success.
  • Investment Expertise: Stay up-to-date on market trends and economic conditions, providing clients with expert advice and guidance on investment opportunities.
  • 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, and critical thinking, or
  • High School Diploma or GED and 12 years of experience in selling investment services, relationship management, and critical thinking.
  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation preferred.
  • Familiarity with investment software, such as Envestnet, and excellent communication and partnership-building skills.
About First Citizens Bank

First Citizens Bank is a leading financial institution with a rich history dating back to 1898. We are committed to helping our clients achieve a lifetime of success through our exceptional financial services and expertise. With over $30 billion in assets and a presence in 18 states, we are one of the largest family-controlled banks in the nation.



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