Wealth Management Portfolio Manager

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 Banks 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 Banks 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:

• Bachelors 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 Conditions/Environment:

• Well-lighted heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers light traffic).

Work Schedule/Hours:

• Monday through Friday; 8:00am 5:00pm.
• Available for overtime as needed.

Travel:

• Minimal overnight travel (up to 10%) by land and/or air.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)