SENIOR PORTFOLIO MANAGER

Hawthorn Bank
Jefferson City, MO
Category Operations
Job Description
This position is responsible for guiding individuals, families, and businesses toward achieving their financial goals through effective planning and will work directly with wealth management professionals.

Requirements

  • Build custom investment portfolios to meet client needs
  • Manager investment portfolios in accordance with investment objectives
  • Communicate portfolio positioning and performance to clients
  • Place trades in accordance with policy
  • Conduct detailed financial assessments for clients
  • Advise clients on investment strategies which meet their financial plan
  • Adjust investment strategies based on clients' changing needs
  • Educate clients on financial market dynamics
  • Collaborate with other financial professionals to deliver the best of Hawthorn Bank
  • Ensure compliance with financial regulations
  • Maintain knowledge of financial markets, strategies and regulations
  • Proactively build and manage client relationships through personalized engagement and exceptional service
  • Identify and develop relationships with new potential clients
  • Comply with all banking regulations, policies and procedures
  • Maintain educational and professional expertise
  • Operate in a highly dynamic and entrepreneurial environment and adapt to changes with a flexible attitude

Benefits

  • 401k Matching
  • Retirement Plan
  • Generous Paid Time Off
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