Wealth Management Portfolio Manager

MidFirst Bank
United States, Oklahoma, Oklahoma City
Jan 05, 2025
Description MidFirst Bank is seeking a Portfolio Manager to join its Private Wealth Management team in Oklahoma City. The group provides investment management, trust administration, wealth planning, and other specialized services to individuals and their families. The Private Wealth Management group assists with building, preserving and transferring wealth through exceptional portfolio performance, comprehensive planning and dependable fiduciary services tailored to each client. The Portfolio Manager is responsible for delivering outstanding client experience to existing clients, as well as expanding the practice by partnering with internal partners and through managing a referral network. Responsibilities Manages largest and most complex investment portfolios for investment agency and fiduciary accounts. Constructs personal investment portfolios of individual stocks, bonds, mutual funds and exchange traded funds designed to achieve a client's financial goals. Develops investment policies and asset allocations for new and existing Private Wealth Management clients. Responsible for enhancing client relationships. Works closely with Private Wealth Management team members in generating new client relationships through internal or external sources. Responsible for contributing to investment analysis leading to recommendations for Private Wealth Management portfolios. Provides comprehensive and consistent client experience for each client. Research encompass one or more economic sectors, specific company coverage, as well as active and passive mutual funds and exchange traded funds. May serve on Investment Committee. Requirements 7+ years of investment management and securities market experience, including servicing affluent/high-net worth clientele. Bachelor degree in related field. Significant experience communicating complex investment consulting strategies with individual clients, prospects and team members. Demonstrated success in portfolio management. Excellent investment and financial acumen. Strong client service skills. Local market knowledge, relationships and community involvement is required. Proven track record of business development. General proficiency in computer and database applications. Adherence to the highest ethical and professional standards. Demonstrated ongoing professional development. CFA and/or CFP designation preferred. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)