U.S. Bank Senior Private Wealth Management Investment Portfolio Manager in SAINT LOUIS, Missouri
Responsible for managing individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).
Manage a portfolio of individual and/or trust account assets to maximize investment return commensurate with an acceptable level of risk.
Assists in the development and implementation of short and/or long-term investment policies and strategies based on management investment philosophy and customer investment objectives.
Keeps informed of developments in investment markets, using fundamental and/or technical research to arrive at sound and timely investment decisions.
Supports, as needed, new business development, relationship management, marketing and/or technical research to arrive at sound and timely investment decisions.
Supports, as needed, new business development, relationship management, marketing and/or product development.
Assist senior managers with major accounts.
Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer’s normal account activity, as appropriate for this position.
It is the individual responsibility of everyemployee to maintain a current awareness and understanding of and to fullycomply with U.S.Bancorp’s “Code of Ethics”. Each employee is also expected to maintain anawareness of the laws, regulations, internal policies and procedures that areappropriate for his/her position.
Manages the larger and potentially most complex and important investment accounts. Develops, recommends, and directs execution of investment programs designed to achieve the objectives of a group of client accounts. Acts independently within established investment policies and guidelines. Typically has a role in sales and relationship management/client services. Often supervises more junior level staff. Incumbent typically has 12 or more years of investment experience
Job: Portfolio / Asset Management
Primary Location: Missouri-MO-Saint Louis
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 190009576
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.