PW Investment Manager

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 188,000 - 246,000 annuallyFunction: Consulting & AdvisoryEducation: bachelorsSkills: ["Relationship management","Client service","Communication","Attention to detail","Sound judgment"]

Help grow new assets under management by advising on investment solutions for high-net-worth and institutional clients. Own core investment processes including the investment policy statement and appropriate solution/vehicle selection. Provide ongoing client communication with market updates and portfolio performance assessments, meet with clients to review results and forecasts, and develop strategies aligned to client goals while delivering a personalized, client-facing experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Citizens Bank
Citizens Bank
1 day ago

PW Investment Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Help grow new assets under management by advising on investment solutions for high-net-worth and institutional clients. Own core investment processes including the investment policy statement and appropriate solution/vehicle selection. Provide ongoing client communication with market updates and portfolio performance assessments, meet with clients to review results and forecasts, and develop strategies aligned to client goals while delivering a personalized, client-facing experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Complete the investment policy statement and determine appropriate investment solutions based on client profile and constraints, including manager selection and vehicle type.
  • •Provide ongoing client communication, including active market updates and portfolio performance assessments.
  • •Meet with clients to review investment performance and forecast market changes using economic and industry analysis and ensuring asset allocation remains appropriate.
  • •Develop and recommend strategies to achieve client investment goals.
  • •Maintain responsiveness, professionalism, and discretion while managing multiple client priorities.

Pay and Benefits

Salary: USD 188,000 - 246,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsFlexible WorkWellness StipendPaid Leave

Key Requirements

  • •Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • •7+ years of wealth management, investment advisory, or financial services experience working with investment products and high-net-worth clients.
  • •Series 7 and Series 63/65 or 66 licenses required and in good standing.
  • •Strong analytical, quantitative, and investment research capabilities, including evaluating portfolio performance and making investment recommendations.
  • •Exceptional relationship management and client service skills, with strong communication and presentation abilities.
Experience:Wealth managementInvestment advisoryFinancial servicesHigh-net-worthAlternative investments
Education:Bachelor's in Finance, Accounting, Economics, or a related field
Skills:Relationship managementClient serviceCommunicationAttention to detailSound judgment
Licenses:Series 7Series 63/65Series 66

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website