Wealth Portfolio Manager

Job Description

The Wealth Portfolio Manager is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated strategies from the Chief Investment Officer, and executing investment decisions for the assigned investment portfolios.

Essential Functions

• Meet with clients to discuss investment strategy
• Recommend portfolio changes and review investment performance
• Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments
• Monitor the financial condition of the securities which are held in investment portfolios
• Keep informed of market trends and analyzing the effect of these trends on the investment portfolios
• Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner
• Serve as a member on Trust Investment Committee
• Manage bond and equity investments for individual trust and advisory clients
• Maximize investment returns commensurate with acceptable level of risk
• Keep informed on security markets
• Research to arrive at prudent / timely investment decisions
• Initiate action for purchase and sale of securities
• Develop client investment objectives with input from administrators and clients
• Provide investment advice and guidance
• Keep informed of legal and tax consequences of decisions / strategies
• Develop investment strategy communication for clients and prospects
• Initiate and author client correspondence
• Communicate investment related information as appropriate
• Ensure compliance with Trust policies and procedures
• Schedule and conduct client meetings on periodic basis
• Conduct regular investment reviews as required
• Review financial / investment markets daily
• Coordinate customer documentation and agreements
• Ensure total document and data integrity
• Manage personal workload / work flow
• Assist with setting personal goals and targets
• Cultivate potential referrals from existing accounts
• Analyze accurate customer needs
• Recommend investment / trust alternatives
• Perform presentations / meetings with prospects
• Finalize new agreements with customers
• Coordinate and prepare information for RFP requests
• Cross selling other Northwest products and services
• Recommend improvements to procedures
• Maximize technology tools available
• Assure accurate information passed to Trust Operations
• Oversee system coding on individual accounts
• Minimize departmental nonpayroll costs
• Adhere to stated Trust department fee schedules
• Minimize non standard fee schedules

Additional Essential Functions

Essential Functions

Safety and Health for those without supervisory duties

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Preferred Education

Bachelor's Degreein Business / Finance / Related

Preferred Work Experience

8 - 12 yearsinvestment experience within a trust department, RIA

General Employee Knowledge, Skills, and Abilities

Additional Knowledge, Skills and Abilities

Ability to analyze financial data

Knowledge of economics and markets

Client relationship management skills

Preferred Licenses and Certifications

CFA, CFA, CFP, CIMA

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.