wealth portfolio manager - Appleton - Nicolet National Bank

1 week ago

Full time

Description

Job Description

Nicolet National Bank's culture is built on community banking principles, prioritizing customer needs in our decision-making. Our Core Values drive every aspect of our work, and we're committed to delivering exceptional service to our customers. We believe every role within our organization is vital to our success, and we strive to create a work environment where employees feel valued, respected, and supported.

With locations in Wisconsin, Michigan, Minnesota, and Florida, we proudly serve our local communities and make a positive impact on our customers' lives. At Nicolet National Bank, we recognize our people as our most valuable asset, and we invest in their growth and development.

The Wealth Portfolio Manager position leverages capital markets knowledge and guidance from the Nicolet Wealth Management Investment Committee to manage investment portfolios for Institutional and High-Net-Worth individual clients.

Key Responsibilities:

Develops and maintains suitable investment strategies/asset allocations for existing and prospective clients based on client circumstances, objectives, and risk tolerance.
Collaborates with clients to understand their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other necessary information to develop a comprehensive financial plan.
Provides timely, informative communication to clients regarding portfolio strategy and results.
Works closely with Trust Administrative Officers to manage client relationships and ensure that all the needs of the investment accounts are met.
Delivers exceptional customer service to clients during every interaction.
Serves on internal committees reviewing and setting investment policies and procedures.
Active contributor to Investment Committee and Investment Research Team through security due diligence, research, and monitoring.
Knowledge of investments and asset management strategies, products, and services.
Remains up-to-date on market news and trends and current legal and tax implications of investment decisions.
Responsible for fiduciary investment compliance as well as corporate governance of the investment group.
Develops new account relationships through community and professional visibility.
Maintains awareness of trust laws, rules, and statutes of regulatory agencies.
Identifies and refers business to other areas within the Bank as appropriate.
Complies with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.

Requirements:

Bachelor's Degree in Finance, Accounting, or Economics required.
Master's Degree in Finance, Accounting, or Economics preferred.
Chartered Financial Analyst (CFA) charterholder preferred.
2-3 years of experience required.
5 years of investment experience preferred.
Series 7 and 66 License required.

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