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Senior Investments Manager
Union Bank
San Jose, CA, United States
Job Details - this job has expired, please see similar jobs below
This position is responsible for growing a senior book of business and achieving high client retention rates by providing each client with valuable service offerings, competitive investment processes and performance and by fulfilling the role of trusted advisor. Must be able to manage a complicated book of business and conduct complex client and partner presentations and meetings on the firm's investment strategy, account performance and new products. Also, responsible for promoting the core values, competitive position and profitable growth of HighMark.
Major Responsibilities:
• 40% Portfolio Management and Client Service: Manage individual, trust and/or our institutional assets and investment relationships consistent with the client's established short and/or long-term investment policies while utilizing HighMark's investment philosophy. Must to able to construct a portfolio and develop investment policies that maximize portfolio performance consistent with the client's investment objectives and acceptable level of risk. Develop new and deepen existing client relationships. Strong focus on managing client account retention to meet the company's annual growth objectives. Promote the role of trusted advisor and be able to resolve complex client account issues.
• 40% Asset and Client Growth: Responsible for growing and retaining assets under management and number of total clients by supporting our multiple distribution partners including Wealth Markets, Institutional Services, Brokerage and Priority. Work with each partner to support new business development, relationship management, marketing and sales. Participate actively to help maintain the group's historically collaborative culture.
• 10% Leadership: Take a leadership role with other team members of the Bank's Global and Wealth Market Group to help shape the strategic direction and operating environment for their local office and HCA. Strong oral and written communication skills are critical, coupled with ability to champion high conviction ideas and opinions, and to promote HighMark to our partners.
• 10% Risk Management: Actively ensure compliance with the Bank's Code of Ethics, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Participate in any required corporate and business line training in these areas. Understand and follow all operating procedures and internal suspicious activity referral requirements and processes, as required for this position. Responsibility for all fiduciary and SEC compliance responsibilities within their accounts.
Qualifications
• 10+ years of investment experience is required.
• Incumbent is a seasoned money manager with experience managing all client and account types.
• Thorough understanding of the investment management business and proven track record of winning new business.
• Strong insight and knowledge of finance, economics and general business.
• Ability to effectively present investment strategies to clients and partners.
• Demonstrated ability to work toward team objectives with creativity, innovation, and initiative. An ability to work independently and a willingness to adapt under time sensitive deadlines are necessary.
• A master's degree and/or CFA are preferred.
• Extensive knowledge of trust is beneficial.
The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.