Primary Duties and Responsibilities:
Teammate manages a portfolio of investment accounts, meeting regularly with clients and prospects to cultivate positive relationships, deliver superior customer service, and attract new clients. Portfolio management includes analyzing and making recommendations for stocks, bonds, and outside money managers, and may include specific oversight and management in one or more of the following areas: municipal bond investment process, taxable fixed income investment process, mutual fund investment process, and equity investment process. The teammate provides the highest quality of service to every customer.
Essential Functions:
- C onduct meetings with clients and prospects, facilitate risk assessments and discuss individual financial goals to ensure that proposals address investment priorities
- Cultivate and maintain positive relationships with clients through regular, proactive contact, client events and Bank entertainment opportunities (during normal business hours as well as after hours), and routine follow up, ensuring adherence to the Bank's Culture of Excellence
- Educate clients and prospects regarding asset allocation considerations and investment strategies that are available to achieve desired financial outcomes
- Manage customer investment portfolios to achieve customer goals
- Meet with prospects to attract new business and assist in achieving division financial goals
- Participate in client meetings no less than annually to evaluate account performance against the client's financial goals including coordination with Sr. Financial Planner on individual clients to ensure a plan, where appropriate
- Serve on Investment Review Subcommittee, actively collaborating on asset allocation views and portfolio construction best practices
- Assist with research in development of working lists for stock, mutual funds and ETFs
- Maintain current knowledge of developments in portfolio management and the financial markets
- Actively support compliance with all applicable laws, regulations, and internal policies of the Bank, the Wealth Management Division, and Diamond Capital Management
- Make recommendations to improve upon internal policies
- Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business
- Serve on Wealth Management committees, as assigned
Vice President & Senior Portfolio Manager - Diamond Capital Management
Primary Duties and Responsibilities:
Teammate manages a portfolio of investment accounts, meeting regularly with clients and prospects to cultivate positive relationships, deliver superior customer service, and attract new clients. Portfolio management includes analyzing and making recommendations for stocks, bonds, and outside money managers, and may include specific oversight and management in one or more of the following areas: municipal bond investment process, taxable fixed income investment process, mutual fund investment process, and equity investment process. The teammate provides the highest quality of service to every customer.
Essential Functions:
- C onduct meetings with clients and prospects, facilitate risk assessments and discuss individual financial goals to ensure that proposals address investment priorities
- Cultivate and maintain positive relationships with clients through regular, proactive contact, client events and Bank entertainment opportunities (during normal business hours as well as after hours), and routine follow up, ensuring adherence to the Bank's Culture of Excellence
- Educate clients and prospects regarding asset allocation considerations and investment strategies that are available to achieve desired financial outcomes
- Manage customer investment portfolios to achieve customer goals
- Meet with prospects to attract new business and assist in achieving division financial goals
- Participate in client meetings no less than annually to evaluate account performance against the client's financial goals including coordination with Sr. Financial Planner on individual clients to ensure a plan, where appropriate
- Serve on Investment Review Subcommittee, actively collaborating on asset allocation views and portfolio construction best practices
- Assist with research in development of working lists for stock, mutual funds and ETFs
- Maintain current knowledge of developments in portfolio management and the financial markets
- Actively support compliance with all applicable laws, regulations, and internal policies of the Bank, the Wealth Management Division, and Diamond Capital Management
- Make recommendations to improve upon internal policies
- Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business
- Serve on Wealth Management committees, as assigned
Required Qualifications:
- College degree in related discipline and/or equivalent years of experience in the industry
- Advanced educational degree and/or designation (ex: CFA, CPA, CFP, CAIA, CMT) highly preferred
- Minimum of ten years of experience working in wealth management/portfolio management or combination of experience and designation(s)
- Proven track record of effectiveness in building relationships and developing business opportunities
- Excellent interpersonal and customer service skills, with strong emphasis on responsiveness and customer service
- Proven ability to communicate accurately and with clarity, professionalism, diplomacy and tact (verbally and in writing)
- High degree of accuracy and demonstrated attention to detail
- Ability to interpret data and solve problems
- Ability to organize and prioritize tasks
- Ability to work with minimal supervision; self-motivated and self-directed
- Computer proficiency, especially when using trust and banking systems; proficiency with the Microsoft Office suite of applications is highly beneficial
Regular Employee
Annual Salary
The National Bank of Indianapolis is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis ofrace, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
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The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
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