Private Wealth Manager

Finemark National Bank & Trust - Fort Myers, FL

Full-time - Senior

Fort Myers, FL

Credit Intermediation and Related Activities

About the position

The position involves managing client portfolios and building meaningful relationships through comprehensive investment planning and administration of client accounts. The role focuses on developing investment strategies aligned with client goals while adhering to internal and regulatory guidelines. It emphasizes effective risk management and the cultivation of client relationships to ensure satisfaction and growth.

Responsibilities

• Manage client portfolios and administer accounts within investment and fiduciary guidelines.
• Analyze clients' financial situations to develop tailored investment portfolios.
• Work with clients to create comprehensive wealth management strategies.
• Determine clients' risk profiles and educate them on investment risks.
• Create and implement investment portfolios to maximize returns while managing risk.
• Provide ongoing communication and monitoring of client portfolios.
• Conduct investment research and stay informed about market developments.
• Cultivate new client relationships and enhance existing ones.
• Participate in relationship and investment reviews, documenting interactions in Salesforce.
• Engage in business development activities to secure new clients and assets.

Requirements

• 10+ years of experience managing investment portfolios in a wealth management context.
• Bachelor's degree in business administration or finance is a plus.
• Experience with the asset allocation process.
• Working knowledge of portfolio theory and fiduciary law.
• Advanced understanding of investing principles.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Exceptional relationship management skills.
• Excellent written and oral communication skills.
• Ability to work as a team player and independently.

Nice-to-haves

• MBA preferred.
• CFA or CFP certification strongly preferred.
• Experience with Salesforce is a plus.

Benefits

• Health insurance
• 401k retirement plan
• Paid holidays
• Professional development opportunities