PWM Investment Portfolio Manager
$126,810–$154,990 year
On-siteMinneapolis, Minnesota, United States
Minneapolis, Minnesota, United StatesOn-siteFull Time$126,810–$154,990 yearEnterprise
Full TimeEnterprise
Job Summary
Manage individual and/or trust account assets and investment relationships consistent with established objectives and strategies. Focus on managing client account retention to meet Net Portfolio growth objectives for Private Wealth Management. Solicit, develop, and retain client relationships while presenting investment strategies to clients. Make critical decisions independently to support the company's shared ambition.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience
Desired Qualifications
- Thorough understanding of investment management
- Strong knowledge of finance, economics and general business
- Effective sales and relationship management/client services skills
- Ability to effectively present investment strategies to clients
- Ability to make critical decisions independently
- Excellent interpersonal and verbal and written communication skills
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