We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located in Houston, TX.
Responsibilities: •Manages Multi-class client investment portfolios for high-net worth individual and institutional clients. •Actively engages in new business and client retention activities including presentations to individuals and groups. •Clearly articulates purpose of investment decisions and asset allocation. •Keeps abreast of tax consequences of investment decisions and strategies. •Conducts annual Reg 9 account reviews and maintains fiduciary and compliance training and education. •Responsible for analyzing, negotiating, executing and documenting portfolio trades in a team environment. •Develops client specific investment policy statements to document client risk tolerance and investment objectives. •Effectively implements investment decisions and trades and rebalances client accounts according to change in asset allocation model or individual client needs and objectives. •Works in conjunction with relationship managers and operations department to execute daily investment decisions in accordance with investment policy and client investment objectives. •Responsible for completing investment projects as assigned, evaluating market trends, and analyzing securities. •Works closely with client relationship managers and other associates. •Other duties as assigned.
•Requires a Bachelors Degree •8+ years of directly related experience. •Trust investment and annual Reg 9 review experience required. •Strong analytical, organizational, communication and problem solving skills required. •CFA preferred •Frequently contributes to the development of new theories and methods. •Employs expert knowledge as a generalist or specialist of capital markets and investment management
More than 25 years ago, Amegy Bank entered the market with a small team who had big goals. Throughout the next two decades, that team grew into a talented family of bankers whose commitment to common-sense solutions and doing the right thing for clients still remains a priority today.
Amegy Bank believes in relationship banking, where clients know their bankers’ names and bankers know their cli...ents’. We look at banking from our clients’ perspective and we make it easy for them to bank with us. Through what we call the “Community Banking Partnership,” we bring solutions to clients by being proactive and providing them access to all parts of the bank in their own geographic areas.
With more than 75 banking locations in Texas, we live and work here, so we understand the spirit and personality of our communities, industries and our economy. We specialize in banking privately owned business of all sizes and public companies in all industries with additional expertise in real estate, energy and correspondent banking. Supporting the deposit and loan capabilities of our business relationship managers is a highly experienced team of product specialists including SBA, cash management, fraud protection, international trade, investments, foreign exchange, corporate trust, retirement plan services, leasing, interest rate hedging and factoring. Equally as important, we offer a wide range of depository, lending, mortgage, brokerage, investment management, trust and internet services for consumers and private banking clients.