Senior Portfolio Manager - Client-Facing Wealth Solutions

German American; Louisville (KY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

PTO 25 days + holidays

Education Assistance Program

Paid parental bonding leave

Wellness benefits

401(k) match

Stock purchase plan

Discounts on goods/services

Logo wear discounts

Free banking services

Job summary

German American Bancorp is seeking a Portfolio Manager in Louisville to manage investment portfolios for high net worth clients, build client relationships, and work with Wealth Advisors on client calls.

The role involves conducting research and analysis on equities and fixed income, presenting complex information clearly and contributing to team efforts across the Wealth Advisory Group.

Qualifications

• Bachelor's degree or proven experience in investment/portfolio management, brokerage, finance or equivalent.
• 5+ years’ Portfolio Management experience.
• Ability to communicate effectively as an expert in wealth management (written and verbal).
• Ability to deliver in-market educational presentations to internal and external audiences (prospects, clients, advisors).

Responsibilities

• Manage portfolios daily, interact with clients, and analyze investments.
• Review accounts for asset allocation and security holdings per guidelines.
• Collaborate with CIO on investment and client projects.
• Build rapport with clients and discuss performance and market factors.

Skills

Portfolio mgmt experience

Communication skills

Client relations

Public speaking

Education

Bachelor's degree in Business/Finance

Job description

German American Bancorp is seeking a Portfolio Manager in Louisville to manage investment portfolios for high net worth clients, build client relationships, and work with Wealth Advisors on client calls.

The role involves conducting research and analysis on equities and fixed income, presenting complex information clearly and contributing to team efforts across the Wealth Advisory Group.