Assistant Portfolio Officer Job
Assistant Portfolio Officer (Job Number: 1300933)
Description
The incumbent provides support to Senior Portfolio Officer(s) with client relationships; assists Portfolio Officer as needed, and works with the trust group and the account managers on the daily administration of accounts. The incumbent studies and researches current market conditions, specific client investments and portfolio strategies and communicate information to clients as necessary. In addition, the Assistant Portfolio Officer may manage assigned client relationships and act as a liaison to the sales staff. The incumbent will manage accounts in accordance with terms of the governing instrument or contract, accepted fiduciary principals, investment policies and the needs and the objectives of the client. These accounts may include personal trust, estate, charitable, pension, and institutional accounts. S/He communicates with clients to formulate and verify account objectives and administrative requirements. The incumbent will work with fiduciary section and sales force to optimize client estate plans and will encourage the use of appropriate Wealth Management products to gains enrichments. In addition, the incumbent will also be able to articulate Wealth Management's equity fixed income, and investment process as well as the asset allocation process.
Qualifications
The qualified candidate will have a bachelor's degree and at least 2-4 years experience in the investment/fiduciary management industry.
Primary Location: United States-USA-CA-Newport Beach
Internal Jobcode: 01263
Job: Wealth Management
Organization: Wealth Mgmt West US Markets-HR09664
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