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Summary of Responsibilities:
Manage a variety of portfolios consisting of stocks, bonds, ETF’s and mutual funds in order to meet investment goals. Develop and implement both a tactical and strategic investment plan to meet the client’s long term objectives. Invest the portfolio using securities of internal portfolio managers and external managers or funds. Monitor the individual portfolios regularly for proper asset allocation and diversification to insure adherence to client’s objectives and risk tolerance. Make adjustments as necessary in order to maximize return and preserving capital within the individual investment guidelines. Work with the Wealth Management Team to build a marketing strategy in order to increase accounts and assets under management. Work with Marketing to develop marketing and presentation materials that enhance the Wealth Management product and processes. Meet with potential clients to present and sell our Investment Management services. Meet with existing clients on a regular basis to review investment goals, current needs and performance. Work with a client’s tax advisors or attorneys to properly effectuate the portfolio.