Wealth Management Portfolio Manager

Southside Bancshares
United States
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Interpersonal communication","Written communication","Verbal communication","Analytical thinking","Project management"]

Execute and maintain investment strategies for client accounts by monitoring adherence to investment policies and supporting client relationships alongside Wealth Management & Trust Officers. Assist senior portfolio managers with research, performance reporting, and compliance reviews. Analyze portfolios, prepare proposals and manage onboarding/rebalancing of new and existing assets. Execute trades across fixed income, equity, and mutual funds, complete compliance reviews, and manage a book of business including IRAs and investment management accounts.

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FursaFursa
Southside Bancshares
Southside Bancshares
1 week ago

Wealth Management Portfolio Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Execute and maintain investment strategies for client accounts by monitoring adherence to investment policies and supporting client relationships alongside Wealth Management & Trust Officers. Assist senior portfolio managers with research, performance reporting, and compliance reviews. Analyze portfolios, prepare proposals and manage onboarding/rebalancing of new and existing assets. Execute trades across fixed income, equity, and mutual funds, complete compliance reviews, and manage a book of business including IRAs and investment management accounts.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Assist in resolving client investment and financial planning issues as an investment specialist.
  • •Support senior portfolio managers with investment research, performance reporting, and compliance reviews.
  • •Analyze client portfolios, prepare proposals for prospects, and conduct initial investment implementation and rebalancing in line with policy.
  • •Execute trades (fixed income, equity, and mutual funds) and complete compliance reviews as needed.
  • •Manage a book of business and client relationships, working with Wealth Management & Trust Officers to provide exceptional service.
Travel: Low travel

Key Requirements

  • •Bachelor’s degree in finance, accounting, and/or a business-related field.
  • •Professional designation(s) relevant to job duties is preferred.
  • •Prior investment portfolio experience preferred.
  • •Strong interpersonal, written, and verbal communication skills.
  • •Demonstrated project management skills and superior Microsoft Office skills.
Education:Bachelor's in finance, accounting and/or a business-related field
Skills:Interpersonal communicationWritten communicationVerbal communicationAnalytical thinkingProject management
Tech Stack:Microsoft OfficeEmailSpreadsheetsRecord-keepingDatabase activityWord processing

Company Brief

Southside Bancshares
Bank holding company operating Southside Bank, offering commercial and retail banking services, treasury management, lending, wealth management, and related financial products across Texas and surrounding markets.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Tyler, United States
Founded: 1960
Website