Wealth Management Portfolio Manager

Join our team!
Since 1867, Bank of Stockton has proudly served generations of families and businesses with unprecedented customer service. Behind every year of “Withstanding the Test of Time” are loyal bank employees who treat our customers like friends and family because they live in the communities that we serve. We strive to be a great place to work and a great place to bank! With 21 branches and growing, we are looking for people that share our service philosophy. If you’re interested in becoming part of our team, submit your resume today!

SUMMARY

Working in collaboration with the firm's Investment Committee, the candidate will be responsibility for monitoring, researching, shaping and evolving portfolio investment strategies, products and portfolio models.

ESSENTIAL DUTIES

The position of Wealth Management Portfolio Manager performs duties specific to the position and other functions as assigned:

• Portfolio modeling and construction;
• Detailed quantitative and qualitative investment research (including past and forward-thinking performance and attribution assessment);
• Benchmark and peer group performance evaluation;
• Competitive analysis; and
• Verbal and written communication that fosters the confidence of internal staff, prospective and current clients, and the professional community.
• In collaboration with leadership and the Investment Committee, monitor, research, and make recommendations regarding investment strategies, products, portfolio models and vehicles that may be appropriate for clients.
• Review, develop, and assess the various risk metrics of our investment portfolios and asset allocation models and make recommendations for models based upon client risk tolerances and goals.
• Attend and communicate our strategies for client and prospect meetings; explaining our investment perspectives and portfolio recommendations and performance.
• Provide regular and on-demand verbal and written research and investment commentary to support both internal and external business development efforts, and client service activities including monthly, quarterly and annual investment updates.
• Track, monitor, evaluate and provide regular and up-to-date analysis, perspective and written commentary on investment portfolios.

COMPLIANCE RESPONSIBILITIES

Must be familiar with all related regulations and receive training on a regular basis as appropriate. This includes but is not limited to BSA, Reg R, and departmental procedures. Employee must follow all policies and procedures as set forth by the Bank as well as any regulations.

The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.

This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank’s internet and technology systems.

SUPERVISORY RESPONSIBILITY

This position of Wealth Management Portfolio Manager is not responsible for the supervision of any employees within the branch.

MENTAL DEMANDS

Employee must be able to demonstrate their ability to read documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.

ENVIROMENTAL AND PHYSICAL ACTIVITY

The Wealth Management Portfolio Manager is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc,

This employee, in the course of performing this position, spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.

This employee may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual’s abilities may result in some deviation from these guidelines.

• Client services skills
• Basic knowledge of investments
• Financial analysis skills
• Marketing and sales skills
• Oral and written communication skills
• Organization skills
• PC skills (e.g., word processing, spreadsheets)
• CFA certification preferred
• 2-10 years of Investment Experience with a preference for portfolio management and client facing experience.
• BA/BS degree or equivalent experience

ANNUAL SALARY RANGE

80,000.00 - 100,000.00

LOCATION

555 West Benjamin Holt Dr Bldg A

Stockton, CA 95207

Work Location: In person