Wealth Portfolio Manager (8558)

The Wealth Portfolio Manager is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role.
Key Responsibilities
Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives.
Responsible for significant new business and revenue growth.
Deliver a distinctive client experience that leverages our unique value proposition through investment management, financial planning and advisory services.
Understand client's financial objectives utilizing a purposeful discovery process and financial planning approach.
Clearly communicate financial investment solutions and effectively overcome objections.
Assemble collaborative teams of specialists to deliver comprehensive advice and solutions spanning insurance, brokerage, mortgage and commercial banking.
Match prospect needs with JB investment solutions resulting in new business.
Establish investment strategy to include; implementation, maintenance, communication.
Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment.
Thorough management of complex financial solutions; including: communication, implementation, maintenance and on-going administration of the client relationship.
Complete, timely and accurate documentation of client relationship.
Required Experience
Bachelor's Degree and 5-8 years experience working with affluent clientele. A combination of appropriate education and experience will be considered.
Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
Specialized knowledge of investment management and financial planning.
Industry specific professional certifications highly desired; CFP, CTFA, ChFC, CFA.
Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.
Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities



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