Wealth Portfolio Manager

Location
Green Bay, Wisconsin (US)
Salary
Negotiable + Benefits
Posted
25 Jul 2022
Closes
24 Aug 2022
Job Function
Wealth Management
Employment Type
Full Time
Education
Bachelors

The Wealth Portfolio Manager position will leverage capital markets knowledge and guidance from the Nicolet Wealth Management Investment Committee to manage the investment portfolios for Institutional and High-Net-Worth individual clients.

JOB RESPONSIBILITIES

The following are essential job responsibilities:

  • Develops and maintains appropriate investment strategy/asset allocation for existing and prospective clients based on client circumstances, objectives and risk tolerance.
  • Works with clients to understand their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Provides timely, informative communication to clients on portfolio strategy and results.
  • Works closely with Trust Administrative Officers to manage client relationships and ensure that all the needs of the investment accounts are met.
  • Provides clients with exceptional customer service during every interaction.
  • Serves on internal committees that reviews and sets investment policies and procedures.
  • Active contributor to Investment Committee and Investment Research Team through security due diligence, research, and monitoring.
  • Knowledge of investments and asset management strategies, products and services
  • Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
  • Responsible for the fiduciary investment compliance as well as corporate governance of the investment group.
  • Develop new account relationships through community and professional visibility.
  • Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
  • Identify and refer business to other areas within the Bank as appropriate.
  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.

JOB SPECIFICATIONS/COMPETENCIES

Knowledge/Skills/Abilities:

  • Motivated and driven self-starter
  • Strong analytical and detail orientated aptitude; a high degree of accuracy is required
  • Ability to make professional presentations to clients, employees or other groups
  • Must exhibit good judgment and build credibility as trusted advisor with prospective and current clients
  • Strong organizational and follow-through skills; strong attention to detail
  • Ongoing knowledge of state and federal securities regulations
  • Organized and able to manage multiple priorities
  • Attention to detail, ability to learn and use a variety of software
  • Microsoft Office Suite, particularly Word and Excel
  • Maintain composure and communicate clearly when under pressure
  • Possess a strong work ethic and be able to learn quickly in a fast paced environment
  • Strong level of comfort with PC, phone system, general office equipment
  • Ability to maintain strict confidentiality

Education Required/ Preferred:

  • Bachelor’s Degree Finance, Accounting, or Economics Required
  • Master’s Degree Finance, Accounting, or Economics Preferred
  • Chartered Financial Analyst (CFA) charterholder Preferred

Experience Required/ Preferred:

  • 2-3 years of experience required
  • 5 years of investment experience preferred
  • Series 7 and 66 License required
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