Director, Wealth Portfolio Management

Responsibilities

• Oversees the development of methodologies for investment strategies and the ongoing process of reviewing and modifying existing methodologies.
• Ensures our team has professional sales and retention presentation materials for all client engagement opportunities.
• Monitors and maintains appropriate account book sizes for portfolio management team.
• Assists in asset management product development.
• Helps in raising the visibility of HW Asset Management through planning and development of programs to write or speak about our firm and market and economic related topics to both internal and external audiences.
• Meets with current and potential high net worth and industrial clients to discuss and determine an appropriate investment strategy and asset allocation for the client.
• Executes strategies in accordance with the process, policies and procedures of the Wealth Management Group.
• Makes investment decisions regarding security selection and asset allocation for client portfolios.
• Evaluates, studies, and effectively communicates current economic and market conditions.
• Formulates and reviews the investment process and change as conditions warrant.
• Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results.
• Audits accounts, records and certifications to ensure compliance of workers with standard procedures of Wealth Management.

Requirements

• Bachelor's degree, preferably in Business, Finance, or Accounting.
• 7+ years of investment and financial analysis experience.
• A Chartered Financial Analyst or CIMA designation is preferred.
• Requires an advanced understanding of trusts and investment products, strategies and markets.
• Requires an advanced understanding of banking and investment regulations.
• Requires advanced skills with the Microsoft Office suite of products, Bloomberg Professional and Morningstar Direct.

Core Competencies

Demonstrates expertise in investment strategy development, asset management, and client engagement, with a strong focus on compliance and regulatory standards. Proficient in financial analysis and communication, ensuring effective presentation of investment strategies to diverse audiences.

Highest-signal resume keywords

• Investment Strategy Development
• Financial Analysis
• Client Engagement
• Compliance with Banking Regulations
• Chartered Financial Analyst (CFA) or CIMA Designation

Hard Skills

• Investment Products
• Asset Allocation
• Economic Analysis
• Portfolio Management
• Investment Decision Making
• Methodology Development
• Trusts Understanding
• Market Conditions Evaluation
• Investment Process Formulation

Soft Skills

• Communication
• Presentation Skills
• Client Relationship Management

Certifications & Qualifications

• Chartered Financial Analyst (CFA)
• CIMA Designation

Industry Keywords

• Wealth Management
• Investment Strategies
• Asset Management
• Banking Regulations
• High Net Worth Clients

Tools & Technologies

• Microsoft Office Suite
• Bloomberg Professional
• Morningstar Direct