What are the responsibilities and job description for the Wealth Management Portfolio Manager position at Park National Bank?
JOB RESPONSIBILITIES
- Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients
- Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions.
- Establish and implement investment objectives on a client-by-client basis.
- Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed.
- Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances.
- Complete all regulatory reviews.
- Advise and mentor new Portfolio Managers, when applicable.
- Evaluate mutual fund portfolios and other models used for global rebalancing.
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
- Other duties as assigned
DESIRED KNOWLEDGE, SKILLS AND ABILITIES
- Interpersonal/Customer Service Skills
- Written and Verbal Communication
- Ability to understand and follow directions
- Adaptable to change
- Basic Computer Skills
- Leadership/Management Skills
- Ability to influence others
- Ability to build collaborative relationships
- Organizational Skills/Detail Oriented
- Analytical Thinking
- Able to Multi-Task or Juggle Priorities
- Problem/Situation Analysis
- Technical Expertise
- Strategic Planning and Decision Making
- Creativity
- Ability to develop or mentor others
- Ability to work as part of a team
EDUCATION AND EXPERIENCE
- Must possess high school diploma or equivalent
- Bachelor's degree in business or equivalent combination and work experience
- 2-4 years of specialization experience
SCHEDULE
Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed. This is a hybrid role and will require travel between our Downtown Columbus and Newark, Ohio offices.
Physical Requirements: This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.