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.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
At Regions, the Asset Management Portfolio Manager will serve as a Portfolio Manager for assigned managed accounts.
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
Skills and Competencies
Verbal and written communication
Analytical, organizational and presentation skills
Knowledgeable on sales techniques and possess sales aptitude
Skilled in applicable computer software programs
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.
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
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.