Wealth Management Portfolio Manager

JOB RESPONSIBILITIES

• Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients
• Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions.
• Establish and implement investment objectives on a client-by-client basis.
• Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed.
• Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances.
• Complete all regulatory reviews.
• Advise and mentor new Portfolio Managers, when applicable.
• Evaluate mutual fund portfolios and other models used for global rebalancing.
• Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards
• Other duties as assigned

• Interpersonal/Customer Service Skills
• Written and Verbal Communication
• Ability to understand and follow directions
• Adaptable to change EDUCATION AND EXPERIENCE
  • Must possess high school diploma or equivalent
  • Bachelor's degree in business or equivalent combination and work experience
  • 2-4 years of specialization experience
  SCHEDULE

  Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed. This is a hybrid role and will require travel between our Downtown Columbus and Newark, Ohio offices.

  Physical Requirements:
  
  This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.

  Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.