Wealth Management Portfolio Manager
- Posted: over a month ago
Guaranty Bank is looking for a Senior Vice President, Portfolio Manager to join our team! With over $2 billion in client assets, Guaranty Bank is seeking Portfolio Manager to play a key role in managing individual and trust account assets and investment relationships. These assets will be managed consistent with the established investment objectives and strategies of the Investment Department and/or clients. This position includes a strong focus on supporting client account retention to meet the growth objectives of the company as well as a shared responsibility for supporting the development and management of client relationships for the Wealth Management and Trust Services Department.
Ideal candidates will have a Bachelor's degree in accounting, finance, math or other related field, or equivalent working experience preferred. CFA or CFA candidate a plus with five plus years of experience providing financial services expertise, management, and business development in financial services, preferably in a wealth management and/or trust field. Discretionary portfolio management experience. Ability to manage a variety of tasks and work independently. Strong knowledge of finance, economics, and general business. Credible presenter, able to deliver compelling and concise investment presentations leading to increased business and retention. Self-starter able to operate in a highly team-oriented and collaborative environment.
Guaranty Bank is a local full-service bank, which strives to have a positive impact through volunteerism, philanthropy, and a responsible approach to financial services. Guaranty Bank is dedicated to meeting the financial needs of the surrounding community and exceeding expectations of our customers.
Pre-employment credit check, criminal background check and drug screen is required.
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