Wealth Management Portfolio Manager

Job Title: Wealth Management Portfolio Manager

Reports To: Director, Portfolio Management

Direct Reports: N/A

Salary Grade: 11

SUMMARY

Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.

EDUCATION AND EXPERIENCE REQUIREMENTS

• Undergraduate degree in business related field or equivalent experience.

• Preferred degree or designations, MBA, CFA, CIMA, and/or CFP certification.

• Five plus years investment management or investment advisory experience.

• Deep knowledge of investment strategies including alternative investments.

• Detailed understanding of performance measurement concepts and methodologies.

• Strong knowledge of investment management and wealth planning concepts.

• Proven track record in cultivating new and existing client relationships.

• Good interpersonal skills to represent the bank positively in dealing with clients.

• Excellent analytical, quantitative, verbal, and written communication skills.

JOB FUNCTIONS

• Design, construct, and manage client investment portfolios in line with clients' financial goals.

• Execute trades and rebalance portfolios to maintain optimal asset allocation.

• Complete investment and client reviews annually or as required.

• Communicate with clients to understand their financial objectives and explain investment strategies and performance.

• Monitor investment performance of portfolios and adjust as necessary.

• Ensure compliance with the relevant regulations and company's standards.

• Collaborate with the investment team and other internal partners to enhance the client experience.

• Monitor and analyze financial markets, trends, and economic indicators.

• Continually build a network of internal and external sources to acquire new client relationships.

• Stay informed on legal and regulatory changes affecting investment management.

• Drive business results and acquire new assets, both from existing client base and new client acquisition.

• Actively participate in community activities and events with purpose of visibility in the community and prospects.

• Performs other duties as assigned.

SUPERVISORY RESPONSIBILITY

N/A

WORK ENVIRONMENT

UC Branch Office: Greenville, SC and Orlando, FL

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 25% travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

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

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.