- Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity.
- Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship.
- Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.
- Interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives.
- Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk.
- Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.
- Mentor more junior Portfolio Managers.
- Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
- Keep informed of market trends and analyze the effect of these trends on client's investment portfolios.
- Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.
- Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.
- Bachelor's degree required in a related field, and the successful candidate is likely to have an advanced degree, such as an MBA or CFA.
- 8 to 10 years experience involving money management, including investment decision-making.
- Solid communication and presentation skills are required for this position.
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Senior Portfolio Manager - Columbus, United States - Fifth Third
Description
Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts. Primary functions include investment management, client service and support of new business efforts.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Senior Portfolio Manager
LOCATIONColumbus, Ohio 43215
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Senior Portfolio Manager professionals in Columbus
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Rami Abu-Attiyeh
Senior Credit Analyst | Team Lead