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    Wealth Management Portfolio Manager - Memphis, United States - Simmons Bank

    Simmons Bank
    Simmons Bank Memphis, United States

    1 week ago

    Default job background
    Description
    It's fun to work in a company where people truly BELIEVE in what they're doing

    We're committed to bringing passion and customer focus to the business.

    Position Summary

    As a member of the Simmons Bank Wealth Management team, this individual works within a fee-only, fiduciary standard of care environment to develop and grow meaningful relationships by providing personalized investment service for high-net-worth individuals, families, and institutions.

    Essential Duties and Responsibilities
    • Serve as a trusted advisor for high-net-worth individuals, families, and institutions, providing service tailored to each client's specific financial objectives
    • Manage a book of business where a majority of clients have low to medium level of financial complexity.
    • Analyze clients' financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives to provide advice consistent with the client's goals and needs
    • Provide ongoing client communication and work collaboratively with other members of our wealth management and banking teams to ensure an excellent client experience
    • Cultivate and develop new client relationships and work closely with Simmons Bank associates to expand existing client relationships
    • Work with internal and external centers of influence to develop pipelines for new client relationships
    • Ensure accounts are structured to comply with the client's investment policy statement and provide ongoing monitoring and rebalancing of portfolios
    • Participate in the development and management of Simmons Bank Wealth Management's proprietary equity and fixed income strategies along with our multi-asset investment solutions
    • Stay informed of the current economic environment, and maintain awareness of regulations, fiduciary law, and tax law
    • Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training
    • Performs other duties and responsibilities as assigned
    Qualifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

    Skills & Knowledge
    • Strong client focus, business development and relationship management skills with the ability to build and foster a strong network of relationships
    • Excellent verbal and written communication skills
    • Ability to speak effectively and present information, in one-on-one and small group situations, to customers, clients, and other employees in the organization.
    • Working knowledge of portfolio theory and experience with a broad range of investments including fixed income, equities, alternative investments
    • Ability to perform as a team player and act independently
    • Commitment to excellence and a high level of integrity
    Education and/or Experience
    • BS/BA Degree (4 year) from an accredited university/college
    • Minimum of 3 years managing client portfolios within the wealth management industry
    Computer Skills
    • Proficiency in Microsoft Office: Outlook, Word, and Excel
    • Experience with Trust accounting platforms (FIS AddVantage, SEI) and trading systems (Advent Moxy, Investor'sView) preferred but not required
    Certificates, Licenses, Registrations
    • MBA, CFA, CFP, CIMA or progress toward these accreditations is preferred.
    Other

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

    Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.
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