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Portfolio Manager - Trust Investments
WesBanco
Mason, OH, United States
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Requirements
Over five years of portfolio management/investments and/or related experience. In addition must have business development experience with-in the securities/investment industry.
MBA and/or CFA preferred
Job Description
SUMMARY:
In this position, you will be responsible for providing full-service investment services to individual, non-profit and institutional clients.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Understanding of regulatory guidelines.
Working knowledge of account opening policies and procedures.
Knowledge of financial ratios and business accounting principles.
Familiarity with fiduciary principles and prudent investment concepts.
Candidate with ties to the area or knowledge of the local market (preferred).
Complete understanding of the investment markets both domestically and internationally.
General understanding of the tax code.
Broad based knowledge of economic conditions both domestically and internationally.
Represent the bank in civic, community, and industry functions to network and develop additional business.
Meet the investment management and custody needs of the individual, non-profit and institutional client
Call on current customers and prospects to develop new business by promoting investment management and custody type products.
Keep informed of current economic and market condition and legislation that may affect customer relationships and department investment activities.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.