Portfolio Mgr II - Priv Wealth
Posted on Nov 12, 2018 by UMB Bank
What You'll Do:
Manage assigned accounts for high net worth (HNW) clients which requires significant client relationship management and new business development.
-Implement the investment policy within portfolios for which UMB has investment responsibility and communicate this policy to HNW clients.
-Increase Assets under Management (AUM) and revenue by conveying the UMB investment process and policies to prospective clients to complete the sale of investment services.
-Build and maintain customer relationships through quality customer service, anticipating client needs, and communication to meet defined objectives.
-Other duties as assigned.
Who You Are:
-College degree or relevant equivalent experience
-5 years experience in Investment Management, Financial Planning or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction
-One of the following credentials: MBA, CFA, CFP, CPA, or JD
-Direct experience managing and rebalancing individual portfolios through a multi-asset class investment strategy
-Supervisory or team leadership experience
In this Role, You will Need:
-Demonstrates ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities
-Demonstrates strong communication skills (verbal, written, listening, presentation)
-Demonstrates trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations
-Demonstrates proficiency in Microsoft Office (Excel, Word); Advent MOXY or AXYS; Thompson Reuters or Bloomberg; and Power Image
-Demonstrates strong leadership skills
-Demonstrates strong interpersonal skills to build relationships internally, as well as externally
-Demonstrates customer service mindset
-Solid organizational skills
We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!
What you'll get:
Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
Professional Development:We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
Culture of Diversity and Inclusion:We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.
Please visit us at careers.umb.com to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.