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Cadence Bank · 9 hours ago

Senior Wealth Portfolio Manager

Dallas, TX

Full-time

Onsite

Senior Level

7+ years exp

Cadence Bank is seeking a Senior Wealth Portfolio Manager who will provide comprehensive investment management services to Asset Management & Trust clients. The role involves maintaining client relationships, developing investment strategies, and ensuring compliance while identifying additional opportunities for business growth.

Banking

Responsibilities

Maintain current knowledge of ﬁnancial markets, Cadence investment process and wealth management offering. Articulate current and relevant economic, ﬁnancial and market information, as well as all available products/services to clients and prospects

Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations

Communicate Cadence’s investment process from setting capital market expectations to performance measurement and attribution. Manage book of accounts, comprised of signiﬁcant and complex ﬁduciary relationships, consistent with all applicable laws, regulations and standards. Implement Cadence’s investment methodology in all assigned portfolios in a timely manner

Attend relevant training and informational meetings maintaining market, process and platform

Complete all compliance requirements including annual account reviews. Complete annual Regulation 9 account reviews, minimize exceptions, and manage corrective action plans

Identify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations for new business opportunities with prospects

Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions

Participate in sales effort. Identify and develop additional opportunities with existing clients

Provide necessary support and information to clients, advisors, and internal partners for all investment products

Qualification

Investment managementClient relationship managementFinancial market knowledgeCFA certificationMBA degreeInvestment-related softwareVerbal communicationWritten communicationPresentation skillsTeam collaboration

Required

Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' investment-related experience

Comprehensive industry and investment knowledge

Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations

Proficient personal computer skills with solid knowledge of investment-related software and applications

Demonstrated strong verbal and written communication skills

Demonstrated strong presentation skills

Experience listening and accurately interpreting client needs

Experience developing relationships and interacting with internal and external partners

Proven experience working effectively within a team environment

Preferred

MBA (Master's degree in Business Administration)

CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification

Proven experience working with high-net-worth clients and complex client relationships

Company

Cadence Bank

Cadence Bank (NYSE: CADE) is a leading regional banking franchise with more than $50 billion in assets and over 350 branch locations across the South and Texas.

Founded in 1876

Tupelo, MS, US

5001-10000 employees