Strategic Asset Management Portfolio Manager

Regions Financial Corporation; Huntsville (AL); Presencial; USD 105.000 - 139.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Descripción de la vacante

Regions Financial Corporation in Huntsville, Alabama, seeks an experienced Asset Management Portfolio Manager to oversee accounts for private wealth or institutional clients. You will collaborate with clients and partners to set investment objectives and implement changes according to Investment Working Group guidelines.

The role requires a solid background in portfolio management and analytics, with the ability to drive client satisfaction and revenue growth while coordinating with multiple

Formación

• Bachelor’s Degree or International Equivalent.
• Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent.

Responsabilidades

• Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager.
• Develop investment objectives and goals with clients and partners through discussion and identification of client priorities.
• Implement investment-related changes per Investment Working Group guidelines to ensure clients receive Regions Asset Management’s Best Thinking.
• Lead and participate in group projects as assigned by management.

Conocimientos

Analytical skills

Sales aptitude

Computer software

Communication skills

Educación

Bachelor’s Degree

Herramientas

Financial software

Descripción del empleo

Regions Financial Corporation in Huntsville, Alabama, seeks an experienced Asset Management Portfolio Manager to oversee accounts for private wealth or institutional clients. You will collaborate with clients and partners to set investment objectives and implement changes according to Investment Working Group guidelines.

The role requires a solid background in portfolio management and analytics, with the ability to drive client satisfaction and revenue growth while coordinating with multiple