Wealth Management Portfolio Manager

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Full Time Professional Lufkin, TX, US

2 days ago Requisition

Wealth Management Portfolio Manager

Exempt

WM-Trust Director of Portfolio Management

Has an integral role in executing and maintaining investment strategies across client accounts, monitoring accounts for adherence to investment policies, and collaborating on client relationships alongside Wealth Management & Trust Officers.

• Assists in resolving client investment and financial planning related issues, problems and questions as an investment specialist member of our team.
• Assists Senior Portfolio Managers with investment research, performance reporting, and compliance reviews.
• Analyzes portfolios of prospective and current clients. Prepares proposals for prospective clients and/or client meetings.
• Oversees implementation of initial investment of new client assets and re-balancing of client assets in accordance with department and client investment policy.
• Meets periodically with outside constituencies on investment and financial planning related matters as necessary, such as prospects, clients and investment partners.
• Executes trades (fixed income, equity and mutual funds) and completes compliance reviews, as needed.
• Manages a book of business to include all account types, including but not limited to, investment management accounts and IRAs.
• Manages client relationships as a relationship officer in conjunction with the Wealth Management & Trust Officers, providing exceptional service to clients and outside professional advisor partners.
• Focuses on working effectively with prospective clients and those referring clients to us.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
• Must comply with all applicable laws and regulations.

• Provides leadership to others through example and sharing of knowledge/skill.
• Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties, as assigned or directed.

• Bachelor’s degree in finance, accounting and/or a business-related field.
• Professional designation(s) relevant to job duties is preferred.
• Strong interpersonal, written and verbal skills.
• Exceptional analytical and critical thinking skills.
• Demonstrated project management skills and superior Microsoft Office skills.
• Prior investment portfolio experience preferred.

• Ability to read, analyze, and interpret common financial reports, and legal documents.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to write speeches and articles for publication that conform to prescribed style and format.
• Ability to present investment information effectively to clients and prospects, top management, public groups, and/or boards of directors.
• Ability to define problems; collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient personal computer skills including electronic mail, record-keeping, routine database activity,…