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Portfolio Manager - Fiduciary Services Relationship Manager

Type de contrat

Full-time

Localisation

United States-New York-New York

Country

USA

Métier / fonction

Portfolio Management

Postuler REF: 038726
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Responsible for investment and client relationship management of various types of individual Wealth Management accounts, including agency, foundation, charitable, revocable, and irrevocable trust accounts.  May also be responsible for the management or assistance in the management of a corresponding investment style, asset class, or Bank of the West strategy.

Essential Job Functions
    • Manages investment accounts of key importance or of a complex nature including meeting with clients on a periodic basis to review the client’s investment situation which includes discussing investment objectives, goals, account performance and possible future strategies.
    • Provides investment advice and guidance to wealth management team members with respect to individual client situations, corresponding governing document requirements, and investment related policies and procedures.
    • Oversees the activities related to management of clients' investment portfolios, including the preparation and maintenance of client investment accounts in-line with appropriate internal and external regulations, policies, and applicable laws..
    • Participates in the development of new business by prospecting existing or prospective customers and participating in the sales process with other wealth management team members.
    • Maintains a continuous study of financial news, reports, digests, and financial services to keep informed of economic and financial conditions affecting markets and their impact on investment management strategies,
    • Recommends to appropriate Research Teams and investment management personnel, the appropriate course of action regarding investment strategy or client specific items.
    • Ensures all day-to-day activities within the Global Investment and Fiduciary Solutions group are in accordance with Bank of the West policies, procedures, ethics as well as external regulations and laws.
Other Job Duties

  • Assists in the establishment of investment policies for clients.
  • Prepares periodic reports for management and others, as needed.
  • Participates in and contributes to the development of investment strategies or research thereof.
  • Monitors application of investment recommendations from upper management and thoroughness in applying changes after which they are approved.
  • Maintains an active and ongoing conversion to approved strategies and plans for each existing account being managed using a Bank of the West strategies.
  • May supervise employees directly (i.e., selection, training, performance appraisal and work allocation).
  • Assists in developing departmental budgets.
  • Performs other duties as assigned.

Required Experience
  • Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
  • May have deep knowledge of project management.
  • Requires 10 years minimum prior relevant experience.

Education
  • Bachelor's Degree

Skills
  • Thorough knowledge of economics, investment strategy, quantitative analysis, and risk assessment.
  • Analytical and research.
  • Demonstrated supervisory.
  • Organizational skills.
  • Ability to adhere to set policies and procedures.
  • Handle complex and stressful situations.
  • Negotiation skills.
  • Mathematical analysis.
  • Presentation skills.
  • Works well in a team environment.
  • Written and verbal communication.
  • Use of personal computer and related investment programs.

 


Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations. #LI-CS1
Primary Location: United States-New York-New York Job Type: Full-time Job: Portfolio Management
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