Senior Wealth Portfolio Manager

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

Benefits offered by this job

Medical, dental, vision

25 days paid time off

Education Assistance Program

Paid Parental Bonding Leave

Wellness benefits

Life event coverage

401(k) match

Stock purchase plan

Discounts

Job summary

German American Bank seeks a Portfolio Manager to manage investment portfolios for high net worth clients and act as a trusted relationship builder with the Wealth Advisor for client and prospect calls.

You will join the Investment Team, providing research and analysis on equities and fixed income, and present complex financial information clearly to clients both written and verbally. You will collaborate with Wealth Advisors across southern Indiana and Kentucky.

Qualifications

• Bachelor’s degree or proven experience in client consultation in investment/portfolio management.
• 5+ years’ Portfolio Management experience.
• Ability to communicate effectively as an expert in the wealth management field (written and verbally).
• Ability to deliver in-market educational presentations to internal and external audiences.

Responsibilities

• Manage portfolios and interact with clients to analyze investments.
• Collaborate with Wealth Advisors on client meetings and account performance reviews.

Skills

Portfolio management

Client consultation

Public speaking

Financial analysis

Communication

Education

Bachelor's Degree in Business/Finance/Economics/Accounting or related

Job description

German American Bank seeks a Portfolio Manager to manage investment portfolios for high net worth clients and act as a trusted relationship builder with the Wealth Advisor for client and prospect calls.

You will join the Investment Team, providing research and analysis on equities and fixed income, and present complex financial information clearly to clients both written and verbally. You will collaborate with Wealth Advisors across southern Indiana and Kentucky.