Regions Bank Asset Management Portfolio Manager in Orlando, Florida
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
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At Regions, the Asset Management Portfolio Manager will serve as a Portfolio Manager for assigned managed accounts.
•Participates with Regions Trust administrators and clients to develop investment objectives and goals
•Implements investment policies, procedures and actions developed by the Investment Strategy Policy Committee (ISPC)
•May serve as a member of the IRC and participate in Regions Trust Regional Investment Review Committee
•Initiates and monitors required action to effect security transactions
•Cultivates new trust and investment management accounts and retain current relationships
•Provides advice and guidance to clients and Regions trust personnel
•Keeps abreast of trends and developments in the securities market to ensure prudent investment management
•Participates in community, charitable and service organizations
This position is incentive eligible.
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
• High School
•Seven (7) year applicable knowledge or experience in investment / portfolio management, brokerage, finance or equivalent
Skills and Competencies
•Knowledge of third party models (Salomon, Bloomberg, Lipper)
•Verbal and written communication
•Analytical, organizational and presentation skills
•Knowledgeable on sales techniques and possess sales aptitude
•Skilled in applicable computer software programs
•Bachelors degree in Business Administration, Finance or Economics supplemented by technical training in financial and economic markets
Target markets - Orlando and Jacksonville metro areas
*Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions.
*Support PWM team in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients.
*Develop and recommend strategies to achieve the investment goals of clients.
*Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.
*Fluency in Spanish and/or Portuguese
*Graduate degree preferred
*Financial Planning - Tax, Estate Planning experience a plus
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.