- Participate in leadership activities, including policy and strategy committees
- Serve as a resource for other members of department
- Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate
- Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate
- Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook
- Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations
- Provide timely implementation of security-specific recommendations in assigned client portfolios
- Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues
- Provide support to the investment committees by providing complete and timely information about assigned client portfolios
- Maintain constructive, pro-active working relationship with private client associates to provide timely client service
- Participate in new business development
- Perform other duties as assigned
- Strong knowledge of portfolio management
- Understanding of various types of accounts and investment management
- Advanced presentation skills along with well-developed negotiation skills
- Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
- Bachelor's degree or equivalent combination of education and experience required
- 6+ years trust, bank or investment management experience required
- Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred
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Portfolio Manager - Kansas City, United States - Commerce Bank
Description
About This Job
The main purpose of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service.
Essential Functions
Knowledge, Skills & Abilities Required
Education & Experience
