Citizens Bank PWM Investment Manager in Providence, Rhode Island
The Investment Manager is responsible to meet with the firm's clients to articulate Clarfeld’s investment views, portfolio positioning, strategic asset allocation decisions, tactical investment trades and reallocations as well as macroeconomic viewpoints and industry updates.In addition, he or she should be well versed in the firm’s market views, overall investment outlook and strategic asset allocation.Furthermore, the candidate should possess a high proficiency and understanding of the firm’s current investment managers; inclusive of their process, strategy, underlying portfolio characteristics as well as current & historical performance and ongoing market and asset class developments.
Meet with firm client base to provide insight on all investment related issues
Articulate Firm’s Investment Philosophy and Process to clients/prospects
Explain investment portfolio construction and corresponding manager selection with clients
Understanding of Strategic Asset Allocation and adequate risk profiling of clients/prospects
Review Investment Performance Reports with clients and familiarity with attribution of returns
Implement and oversee portfolio trades/implementationas necessary with clients
Provide ongoing & ad hoc investment education firm clients
Respond to all investment based queries from firm clientele in an efficient and qualified manner
Knowledge of all investment related communication (quarterly reports, trade theses, etc.)
Ongoing due diligence on all firm investments inclusive of peer analysis/review
Field all client requests and ad hoc investment/research projects
Seasoned investment professional focused on delivering exceptional client service
Desire to drive exceptional outcomes with results orientation and attention to detail
Record of success as a self-starter capable of taking a leadership roles
Team-orientation with strong ability to multi-task and manage time appropriately
High emotional intelligence and appreciation for diversity of thought
Excellent verbal and written communication skills
5-10 Years of related investment experience
Experience in client facing roles
CFA Charterholder preferred
CFP a plus
Experience at top tier investment firm preferred
Hours and Work Schedule:
Hours per Week: 40
Work Schedule: M-F
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity
It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries.