- Handles all investment aspects and client investment inquiries on assigned accounts.
- Acts as primary point of contact for fully managed accounts (IMAs, IRAs, Revocable Trusts, Charitable Trusts, and Nonprofits) in a style consistent with WMAS Investments philosophy and discipline.
- Actively assists Client Development and Front Office teams to acquire new clients, and to expand and retain existing relationships.
- Assists in the retention of client relationships after initial sale has been made. Participates with RM in client meetings as appropriate.
- Provides information and education to RMs to assist in their efforts to provide value added client service.
- Provides recommendations and research to Client Development and Front Office teams, with any variances from WMAS Investments' style, philosophy, or portfolio construction to be approved by the Director of Investments.
- Monitors client accounts to ensure compliance with established investment strategies, style and philosophy; coordinates with analysts to initiate any changes necessary to keep accounts within established tolerance bands.
- Oversees the creation of proposals and presentations to prospects and clients as deemed necessary.
- Reviews Annual Account Investment Reviews, Excess Cash and Bond Maturities in conjunction with RMs, communicating recommended changes, logic for changes, and receives appropriate approval to execute required changes.
- Actively participates in WMAS Investments team meetings and strategy discussions.
- In conjunction with the Director of Investments, assists in the development and implementation of investment and risk management strategies; development of new fee-based products for individual, business and institutional clients.
- In coordination with Director of Investments, conducts education sessions, producing educational materials and conducting seminars.
- Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate.
- Ensures all activities comply with all laws and regulations as well as internal policies and procedures.
- Actively represents Washington Trust Bank in community activities and organizations in a professional manner to promote the Bank and client relations.
- Perform compliance and risk management duties as required or assigned.
- Bachelor's degree in finance, accounting, business, or related field.
- Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and/or Certified Financial Planner (CFP) preferred, or working toward those designations.
- 7-10 years of progressive analytical/portfolio management/client relationship experience and responsibilities.
- Extensive knowledge of various investment instruments and strategies.
- Experienced in client service, including but not limited to identifying and meeting client needs, client communications and participating in client meetings.
- Proven ability and experience with presenting information in a concise and understandable manner to executives, management, employee groups and clients.
- Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
- Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.
- Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc.).
- Proven organizational skills to meet deadlines; ability to work on multiple projects simultaneously while showing strong attention to detail with high levels of accuracy as needed to deliver a quality client experience.
- Familiar with state and federal regulations and WTB policies relating to wealth management.
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Sr. Client Portfolio Manager - Portland, United States - Washington Trust Bank
Description
Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts.
Essential Functions:
The compensation range represents the low and high end of the base compensation range for this position located in Portland, Oregon. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual incentive plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
