Portfolio Advisor

Manages a full set of fee producing investment accounts, generally for small to mid- sized personal trust relationships and individual investors requiring a baseline level of technical expertise and versatility with an expanding knowledge of a broad range of investment solutions. This role requires certification and continuous growth in the utilization and appropriate execution of our Goals Driven client experience, emerging technology capabilities, investment methodologies, and our full suite of investment solutions delivered in coordination and in collaboration with the broader client service team.

1. Manages investment activities for a full set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market.
2. Assists in development and recommendations of designed to achieve investment objectives for specific individual clients.
3. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
4. Developing an influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
5. Consistently demonstrates proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
6. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.
7. Accountable for personal execution of initiatives, new capability rollouts, and required training.
8. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
9. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices10.Solves complex problems

Skills/Qualifications:

• Minimum 6 to 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
• Acts as a resource for colleagues with less experience.
• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
• Decision making, sales, and negotiating skills are required to contribute to the market’s revenue generation and guide sensitive or difficult situations through to agreement.
• Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines.

For further information, and to apply, please visit our website via the “Apply” button below.