Regions Bank Asset Management Portfolio Manager in Houston, Texas

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

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Job Description:

At Regions, the Asset Management Portfolio Manager will serve as a Portfolio Manager for assigned managed accounts.

Primary Responsibilities

  • Partners with Regions Trust administrators and clients to develop investment objectives and goals

  • Implements investment policies, procedures and actions developed by the Investment Strategy Policy Committee (ISPC)

  • May serve as a member of the IRC and participate in Regions Trust Regional Investment Review Committee

  • Initiates and monitors required action to effect security transactions

  • Cultivates new trust and investment management accounts and retain current relationships

  • Provides advice and guidance to clients and Regions trust personnel

  • Keep abreast of trends and developments in the securities market to ensure prudent investment management

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

This position is incentive eligible.


  • High School diploma

  • Three (3) years applicable knowledge or experience in investment / portfolio management, brokerage, finance or equivalent


  • Bachelors degree in Business Administration, Finance or Economics supplemented by technical training in financial and economic markets

  • CFA designation

Skills and Competencies

  • Verbal and written communication

  • Portfolio management

  • Analytical, organizational and presentation skills

  • Knowledgeable on sales techniques and possess sales aptitude

  • Skilled in applicable computer software programs

Additional Responsibilities:

  • Work with the team to serve Private Wealth clients by gaining a full understanding of client priorities and helping them reach their goals.

  • Excellent communication/relationship skills are imperative to build productive working relationships with team and clients.

  • Leverage individual and firm investment expertise to appropriately advise team and clients.

  • Assist the team in growing business in Houston market.


Houston, Texas


About Regions

At Regions, our culture focuses on five core values that are a commitment to how we will do business:

  • Put people first

  • Do what is right

  • Focus on your customer

  • Reach higher

  • Enjoy life

Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.