Portfolio Manager 1 (PCS)
Core
Recommend and execute investment programs to achieve objectives for a significant volume of client accounts, delivering an exceptional client experience while meeting sales and retention goals.
Role type
Mid-level IC portfolio manager (asset management)
Builds
Client investment portfolios and new business revenue
Domain
Banking / Wealth Management
Required skills
Investment planning, Client relationship management, Proposal presentation, Account administration coordination, Portfolio management, Market trend analysis, Policy compliance, Financial analysis, Microsoft Office proficiency, Communication
Preferred skills
Finance/Accounting/Economics degree, Money management experience, Business collaboration, Adaptability
Technologies
Microsoft Office (Word, Excel, PowerPoint, CoPilot)
Responsibilities
Develop satisfied clients and new revenue sources through frequent contact; Consult with clients to develop investment objectives and implement suitable plans; Prepare and present proposals for investment management; Work with Trust/Account Officers to identify appropriate investment policies; Invest assets according to guidelines to deliver competitive returns; Maintain awareness of new strategies and market trends; Follow established investment policies and procedures.
Seniority
Mid-level, hands-on IC