Wealth Portfolio Manager III
Company: Citizens
Location: San Francisco
Posted on: May 1, 2024
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Job Description:
Description Citizens Private Bank has accelerated its strategy
to build out Wealth Management, scale Business Banking, grow
deposits, and expand in key growth markets. We're looking for
talented individuals with a demonstrated track record of delivering
a gold glove experience to clients that results in long-term client
loyalty. A dynamic, industry leader has been appointed as Head of
Citizens Private Wealth Managers to oversee the strategy. This
individual is leading efforts to attract top-quality wealth
managers and their teams from across the U.S. to grow our business.
Citizens Private Wealth presently manages and advises on over $20
Billion in assets, offering a wide scope of services, expertise and
research, while intimately focusing on each client's unique
circumstances. The Wealth Portfolio Management Group is responsible
for the day-to-day management of client portfolios. The Wealth
Portfolio Manager provides portfolio management services for
ultra-high-net-worth clients and institutional client accounts
within the Private Bank, while meeting all compliance requirements
for managing portfolios. This is a middle office, non-client facing
position, responsible for managing the day/day strategies,
objectives, risk/return and liquidity needs for the client. The
portfolio manager will partner with internal colleagues such as our
client facing wealth teams to develop an understanding of client
needs and restrictions to ensure we are managing client portfolios
effectively. Manage the investment, trust and institutional
accounts. Rebalance accounts according to the client's investment
policy statement, with guidance of the asset allocation strategy
team and advisor team. Responsible for allocating initial funding,
annual account reviews, initial account reviews, concentrated
assets, divestiture plans. Review and resolve exception reporting
related to asset allocation, and performance exceptions. Deep
understanding of client relationships to develop investment plans
for accounts to align closer with firm strategy within client
expectations. Qualifications Significant work experience in
financial services industry required. Demonstrated passion and
understanding of investment solutions. In depth experience in
ultra-high-net-worth investment offerings, leveraging sophisticated
investment products. Minimum Required: 3-10 years of experience
with investment portfolio construction experience 3-10 years of
experience with asset allocation review Preferred: Investment
Policy Statement Familiarity Performance review and analysis
Portfolio construction and trading experience Education: Bachelors
Degree Required Masters Degree a plus CFA certification strongly
preferred or minimum Level III Hours & Work Schedule Hours per
Week: 40 Work Schedule: M-F Some job boards have started using
jobseeker-reported data to estimate salary ranges for roles. If you
apply and qualify for this role, a recruiter will discuss accurate
pay guidance. Equal Employment Opportunity At Citizens we value
diversity, equity and inclusion, and treat everyone with respect
and professionalism. Employment decisions are based solely on
experience, performance, and ability. Citizens, its parent,
subsidiaries, and related companies (Citizens) provide equal
employment and advancement opportunities to all colleagues and
applicants for employment without regard to age, ancestry, color,
citizenship, physical or mental disability, perceived disability or
history or record of a disability, ethnicity, gender, gender
identity or expression (including transgender individuals who are
transitioning, have transitioned, or are perceived to be
transitioning to the gender with which they identify), genetic
information, genetic characteristic, marital or domestic partner
status, victim of domestic violence, family status/parenthood,
medical condition, military or veteran status, national origin,
pregnancy/childbirth/lactation, colleague's or a dependent's
reproductive health decision making, race, religion, sex, sexual
orientation, or any other category protected by federal, state
and/or local laws. Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its
respective affiliates. Why Work for Us At Citizens, you'll find a
customer-centric culture built around helping our customers and
giving back to our local communities. When you join our team, you
are part of a supportive and collaborative workforce, with access
to training and tools to accelerate your potential and maximize
your career growth
Keywords: Citizens, San Francisco , Wealth Portfolio Manager III, Executive , San Francisco, California
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