- Manage assigned accounts for high net worth (HNW) clients that typically have between $1-$5million in investable assets. Requires significant client retention skills and ability to support the new business development efforts of the Wealth Advisor.
- Implement the investment policy within portfolios for which UMB has investment responsibility and communicate this policy to HNW clients.
- Increase Assets under Management (AUM) and revenue by conveying the UMB investment process and policies to prospective clients to help the Wealth Advisor complete the sale of investment services.
- Build and maintain customer relationships through quality customer service, anticipating client needs, and communication to meet defined objectives.
- Other duties as assigned.
- You possess a bachelor's degree or relevant equivalent experience.
- You have 5+ years' experience in Investment Management, Financial Planning or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction
- You demonstrate the ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities.
- You demonstrate good communication skills (verbal, written, listening, presentation).
- You demonstrate trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.
- You demonstrate proficiency in Microsoft Office (Excel, Word); Advent MOXY or AXYS; Thompson Reuters or Bloomberg; and Power Image.
- You hold one of the following credentials: MBA, CFA, CFP, CPA, or JD.
- You have direct experience managing and rebalancing individual portfolios through a multi-asset class investment strategy.
- You have supervisory or team leadership experience.
- You demonstrate competence in all trading requirements including portfolio modeling and order entry with the objective being to minimize trade errors.
- You have a willingness to pursue additional, advanced certifications and other training (CFA, CFP or other relevant license) as needed.
- You are active in community and professional organizations.
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Investment Strategist II - Kansas City, United States - UMB Financial Corporation
Description
Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From both a top-down and bottom-up perspectivefrom the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversightteams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division's outlook for the upcoming cycle, in the manner best suited to the clients' goals and objectives.
The Investment Strategist II works directly with our high-net-worth clients to create custom investment solutions that harness the power of the investment process. This position is located at our Plaza office: 4900 Main St., in Kansas City, MO.
How you'll spend your time:
Minimum: $83, Maximum: $214,560.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to to let us know the nature of your request.
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