What are the responsibilities and job description for the Wealth Management Portfolio Manager position at MidFirst Bank - Default?
MidFirst Bank is seeking a Portfolio Manager to join its Private Wealth Management team in Oklahoma City. The group provides investment management, trust administration, wealth planning, and other specialized services to individuals and their families. The Private Wealth Management group assists with building, preserving and transferring wealth through exceptional portfolio performance, comprehensive planning and dependable fiduciary services tailored to each client. The Portfolio Manager is responsible for delivering outstanding client experience to existing clients, as well as expanding the practice by partnering with internal partners and through managing a referral network.
Responsibilities
- Manages largest and most complex investment portfolios for investment agency and fiduciary accounts.
- Constructs personal investment portfolios of individual stocks, bonds, mutual funds and exchange traded funds designed to achieve a client’s financial goals.
- Develops investment policies and asset allocations for new and existing Private Wealth Management clients.
- Responsible for enhancing client relationships.
- Works closely with Private Wealth Management team members in generating new client relationships through internal or external sources.
- Responsible for contributing to investment analysis leading to recommendations for Private Wealth Management portfolios.
- Provides comprehensive and consistent client experience for each client.
- Research encompass one or more economic sectors, specific company coverage, as well as active and passive mutual funds and exchange traded funds.
- May serve on Investment Committee.
Requirements
- 7 years of investment management and securities market experience, including servicing affluent/high-net worth clientele.
- Bachelor degree in related field.
- Significant experience communicating complex investment consulting strategies with individual clients, prospects and team members.
- Demonstrated success in portfolio management.
- Excellent investment and financial acumen.
- Strong client service skills.
- Local market knowledge, relationships and community involvement is required.
- Proven track record of business development.
- General proficiency in computer and database applications.
- Adherence to the highest ethical and professional standards.
- Demonstrated ongoing professional development.
- CFA and/or CFP designation preferred.
