Wealth Management Portfolio Manager

Park National Bank•Columbus, OH

36d•Hybrid

About The Position

Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions. Establish and implement investment objectives on a client-by-client basis. Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed. Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances. Complete all regulatory reviews. Advise and mentor new Portfolio Managers, when applicable. Evaluate mutual fund portfolios and other models used for global rebalancing. Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned

Requirements

Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Basic Computer Skills
Leadership/Management Skills
Ability to influence others
Ability to build collaborative relationships
Organizational Skills/Detail Oriented
Analytical Thinking
Able to Multi-Task or Juggle Priorities
Problem/Situation Analysis
Technical Expertise
Strategic Planning and Decision Making
Creativity
Ability to develop or mentor others
Ability to work as part of a team
Must possess high school diploma or equivalent
Bachelor's degree in business or equivalent combination and work experience
2-4 years of specialization experience

Responsibilities

Managing, evaluating, and monitoring investment portfolios for trust & investment clients
Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions.
Establish and implement investment objectives on a client-by-client basis.
Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed.
Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances.
Complete all regulatory reviews.
Advise and mentor new Portfolio Managers, when applicable.
Evaluate mutual fund portfolios and other models used for global rebalancing.
Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned