Financial Portfolio Strategist
15 hours ago
Job Overview
First Financial Bank is seeking a skilled Financial Portfolio Strategist to join its team. In this role, you will be responsible for managing non-complex client relationships, selecting asset allocation strategies, and coordinating unique portfolio requirements.
About the Job
- We estimate the salary for this position to be around $80,000 - $110,000 per year, depending on experience and location.
Key Responsibilities
- Develops a deep understanding of clients' financial situations and objectives.
- Assists senior investment officers in preparing and reviewing client presentations and proposals.
- Manages non-complex client relationships, including selecting specific asset allocation strategies and basic financial plans.
- Coordinates unique portfolio requirements or client situations with the FFB Investment Committee.
- Provides investment client support to senior investment officers, including handling account transitions, diversification of concentrated positions, strategy reconciliations, cash management needs, and bond reinvestment.
- Expands client relationships by reviewing needs and recommending investment solutions.
- Completes regulatory investment reviews on a monthly basis.
Requirements
- Three (3) to five (5) years of successful investment and/or portfolio management experience.
Preferred Qualifications
- Investment and/or portfolio experience with a desire to build a knowledge base and establish credentials.
- Knowledge of investment solutions, risk management, asset allocation, and program design.
- Experience in banking or financial services is preferred.
- Bachelor's degree in Business or other related field of study.
- Demonstrated commitment to professional development, including a desire to attain CFA/CFP designation.
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