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    Wealth Portfolio Manager III - San Francisco, United States - Citizens

    Citizens
    Citizens San Francisco, United States

    3 weeks ago

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    Description

    Job Description

    Description

    Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We're looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. A dynamic, industry leader has been appointed as Head of Citizens Private Wealth Managers to oversee the strategy. This individual is leading efforts to attract top-quality wealth managers and their teams from across the U.S. to grow our business. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise and research, while intimately focusing on each client's unique circumstances.

    The Wealth Portfolio Management Group is responsible for the day-to-day management of client portfolios. The Wealth Portfolio Manager provides portfolio management services for ultra-high-net-worth clients and institutional client accounts within the Private Bank, while meeting all compliance requirements for managing portfolios. This is a middle office, non-client facing position, responsible for managing the day/day strategies, objectives, risk/return and liquidity needs for the client. The portfolio manager will partner with internal colleagues such as our client facing wealth teams to develop an understanding of client needs and restrictions to ensure we are managing client portfolios effectively.

    • Manage the investment, trust and institutional accounts.
    • Rebalance accounts according to the client's investment policy statement, with guidance of the asset allocation strategy team and advisor team.
    • Responsible for allocating initial funding, annual account reviews, initial account reviews, concentrated assets, divestiture plans.
    • Review and resolve exception reporting related to asset allocation, and performance exceptions.
    • Deep understanding of client relationships to develop investment plans for accounts to align closer with firm strategy within client expectations.

    Qualifications

    • Significant work experience in financial services industry required.
    • Demonstrated passion and understanding of investment solutions.
    • In depth experience in ultra-high-net-worth investment offerings, leveraging sophisticated investment products.

    Minimum Required:

    • 3-10 years of experience with investment portfolio construction experience
    • 3-10 years of experience with asset allocation review

    Preferred:

    • Investment Policy Statement Familiarity
    • Performance review and analysis
    • Portfolio construction and trading experience

    Education:

    • Bachelors Degree Required
    • Masters Degree a plus
    • CFA certification strongly preferred or minimum Level III

    Hours & Work Schedule

    • Hours per Week: 40
    • Work Schedule: M-F

    Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

    Equal Employment Opportunity

    At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

    Equal Employment and Opportunity Employer

    Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

    Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
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