Portfolio Manager
German American Bank•Louisville, KY
•Onsite
About The Position
As our Portfolio Manager in Evansville, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping provide research and analysis on investments in equities and fixed income. To thrive in this role you must have an aptitude for working with investment portfolios and proven experience presenting complicated financial information, both written and verbal.
Requirements
- Bachelor’s Degree in Business, Finance, Economics, Accounting, or related degree OR proven experience in client consultation in investment/portfolio management, brokerage, finance or equivalent
- 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 (prospects, clients, and professional advisors)
Nice To Haves
- Experience in securities research
- Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) or Certified Investment Management designation
- Experience with the securities trading process
Responsibilities
- Manage investment portfolios to meet the goals of high net worth clients.
- Collaborate with the Wealth Advisor for client and prospect calls.
- Provide research and analysis on investments in equities and fixed income.
- Review accounts to ensure they are within guidelines for asset allocation and holding appropriate securities, buying and selling the underlying securities as needed.
- Work closely with the Chief Investment Officer on investment- and client-related projects.
- Partner closely with Wealth Advisors for face-to-face client meetings.
- Build a strong rapport with clients, consulting on account performance, current holdings, along with economic and market factors.
- Partner with a team of Wealth Advisory specialists throughout southern Indiana and Kentucky to provide financial, retirement and fiduciary service solutions to clients.
- Coordinate sales efforts among banking and non-banking team members.
Benefits
- Medical, dental, vision, STD, LTD, Life insurance
- 25 days paid time off
- 11 paid holidays
- Bereavement leave
- Education Assistance Program
- Paid Parental Bonding Leave
- Wellness benefits
- Life event coverage
- Service awards
- 401(k) match
- Stock purchase plan
- National and local discounts on everything from computers and vacations to phones and retail shopping.
- Logo wear discounts
- Free checking account, checks and discounted bank services
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What This Job Offers
Job Type
Full-time
Career Level
Senior
