Portfolio Development Manager
2 weeks ago
We are seeking a talented Portfolio Development Manager to join our team at First Financial Bank. In this role, you will be responsible for managing the investment portfolios of our clients, including developing and implementing customized investment strategies.
The ideal candidate will have a strong background in finance and portfolio management, with a minimum of 3-5 years of experience in the industry. A bachelor's degree in business or a related field is required, as well as a demonstrated commitment to professional development and a desire to attain certifications such as CFA/CFP.
The salary for this position is estimated to be around $70,000-$90,000 per year, depending on experience and qualifications.
About Us
First Financial Bank is a leading financial institution with a reputation for excellence and integrity. We offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
Key Responsibilities
- Manage the investment portfolios of clients, including developing and implementing customized investment strategies
- Collaborate with senior investment officers to develop and review client presentations and proposals
- Provide investment client support, including handling account transitions and diversification of concentrated positions
- Expand client relationships by reviewing needs and recommending investment solutions
- Complete regulatory investment reviews on a monthly basis
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