Wealth Management Portfolio Manager

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Full Time Professional Lufkin, TX, US

22 days ago Requisition

Position Title
:

Wealth Management Portfolio Manager

FLSA Status
:

Exempt

Reports to
:

WM-Trust Director of Portfolio Management

Job Summary
:
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.

Essential Functions
:

• 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.

Additional Functions:

• 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.

Required Education/Experience
:

• 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.

Necessary Skills
:

• 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, word processing, spreadsheet, graphics, etc.

Physical Activity/Dexterity:

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands:

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Working…