Senior Portfolio Strategist - Personal
First Citizens Bank | |
United States, North Carolina, Wilmington | |
440 South College Road (Show on map) | |
Jan 12, 2025 | |
Overview
This position partners with Wealth associates on the management of high net worth clients. Serves as the primary investment relationship manager to assist in client retention and relationship expansion. Acts as a liaison between the Capital Management Group (CMG) and clients in informing on investment policy development, asset allocation, performance analysis and reporting, and manager structure. Supports Wealth Management servicing and business acquisition goals through excellent client service, investment expertise, and portfolio management. May provide leadership or guidance to less experienced associates in the work group. Responsibilities
Qualifications Bachelor's Degree and 8 years of experience in Selling Investment Services, Relationship Management, critical thinking OR High School Diploma or GED and 12 years of experience in Selling Investment Services, Relationship Management, critical thinking License or Certification Type: CFP or CFA designation Preferred Skill(s): Familiarity with investment software like Envestnet, Ability to communicate effectively and build strong partnerships First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits. |