Senior Portfolio Advisor for High-Net-Worth Clients

Nicolet National Bank; Iowa City (IA); On-site; USD 70,000 - 90,000; Full time

Job summary

Nicolet National Bank in Iowa City is seeking a Portfolio Manager responsible for providing financial and investment guidance to high-net-worth individuals and institutional clients. You'll develop and manage investment objectives and goals, ensuring compliance with relevant regulations while maintaining strong client relationships.

The ideal candidate will hold a Bachelor's degree in Finance or Business, have a minimum of 2 years of investment experience, and preferably possess CFA and CAIA designations. The position emphasizes teamwork and community representation.

Qualifications

• Bachelor's degree in Finance, Business or equivalent experience at a financial institution.
• 2+ years of investment experience preferred.
• CFA and CAIA designations preferred.

Responsibilities

• Maintain relationships and service existing client base.
• Perform proprietary investment research and due diligence.
• Consult with clients to develop investment objectives and goals.
• Create Investment Policy Statement documenting financial objectives.
• Work closely with Trust Administrative Officers to manage client relationships.

Skills

Investment research

Client relationship management

Financial planning

Knowledge of trust laws

Education

Bachelor's degree in Finance or Business

Graduate degree

CFA and CAIA designations

Job description

Nicolet National Bank in Iowa City is seeking a Portfolio Manager responsible for providing financial and investment guidance to high-net-worth individuals and institutional clients. You'll develop and manage investment objectives and goals, ensuring compliance with relevant regulations while maintaining strong client relationships.

The ideal candidate will hold a Bachelor's degree in Finance or Business, have a minimum of 2 years of investment experience, and preferably possess CFA and CAIA designations. The position emphasizes teamwork and community representation.