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Wealth Management Senior Portfolio Manager

2 weeks ago

Portland, ME, United States Bangor Savings Bank Full time

FUNCTION: Working under the direction and guidelines established by the Chief Investment Officer-WMG, the Senior Portfolio Manager is primarily responsible for maintaining client relationships, managing client investment portfolios, and contributing to development of new business. The Senior Portfolio Manager will represent the WMG and the Bank within their respective market. The Senior Portfolio Manager is a contributing member of the Trust Investment Committee, performing investment research and making recommendations for use with managed investment portfolios.

ACCOUNTABILITIES:

Investment Management

  • Performs research and analysis on equity, fixed income and mutual fund securities utilizing fundamental, technical and quantitative data. Oversees dissemination of pertinent reports and information on current and prospective investments to investment management team.

  • Presents recommendations on new and existing investments to Investment Committee for review and approval.

Client / Relationship Management

  • Manages client portfolios (personal or institutional) within department or client investment policy guidelines and established investment objectives, including:

  • establishing an investment policy statement

  • purchasing approved securities to meet client goals and objectives

  • reviewing portfolios to ensure they comply with department policy and client objectives.

  • meeting with clients to review current portfolio, strategy, performance, etc.

  • Contributes to development of department investment communications for use with clients, prospects, portfolio managers, other Bank departments and Bank management.

  • Works with account administrators and support staff to answer client inquiries, respond to client requests, initiates proactive customer and new business prospect communications, and otherwise deliver outstanding client service.

System Management / Compliance

  • Assists as needed in placing securities trades, including communica­tions with approved broker/dealers and processing trade executions.

  • Assists in ensuring that the Bank is in compliance with local, state and federal regulations

Business Development

  • Contributes to business development efforts and supports business development staff by participating in meetings with prospective clients, referral sources and other centers of influence.

  • Fosters collaborative relationships with other business lines serving as a resource representing our group

  • Represents the Wealth Management Group and the Bank within the marketplace

General:

  • Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork.

  • Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook.

  • Performs additional duties as requested.

Knowledge/Skills/Experience

  • Undergraduate degree or equivalent professional experience required, with a degree in business or finance preferred.

  • Chartered Financial Analyst (CFA) designation or candidate preferred.

  • Strong understanding of the economy, financial markets and investments.

  • 10+ years of investment management experience.

  • Strong interpersonal and communications skills (verbal and written) essential.

  • Self-motivated and results-oriented, with the ability to work effectively in a multi-task environment with limited supervision.

Physical Demands/Conditions Requirements:

General office environment. Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting and standing required.

Equipment Used:

General office equipment.

External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.

At Bangor Savings, we understand the importance of continuing to nurture an internal culture of excellence for each of our employees. We offer internal and external training to assist our employees in realizing their career aspirations including internships, lateral training, management training, and tuition reimbursement.

We also offer a unique set of benefits designed to support our employees in living their best life and achieving their goals. Our holistic health and wellness programs allows each employee to customize their approach to well-being. And our pay, rewards, recognition, and incentive programs ensure that they are well-compensated for a job well-done.

At Bangor Savings Bank, the work our employees do each and every day allows us to deliver on our promise to make a difference in the lives of people in New England in a way that really matters.

Bangor Savings Bank provides equal employment opportunities to all applicants and employees without regard to race, color, religion, gender, sexual orientation, age, national origin or any other class protected under state or federal law and affirmatively seeks to advance the principals of equal employment opportunity. In addition, the Bank is committed to providing equal employment opportunities to qualified persons with disability, veterans, and/or disabled veterans. No question on this application is intended to secure information to be used for such discrimination, this application will be given every consideration, but its receipt does not imply that the applicant will be employed. This application will remain active for a period of 90 days. If, after such time, you still wish to be considered for employment, you must reapply. Bangor Savings Bank does provide workers compensation coverage for employees injured on the job. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.