Job Description

Here at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on their portfolios and addressing their financial needs.

The ideal candidate will have a strong background in banking and finance, with experience in portfolio management. You should be detail-oriented, analytical, and have exceptional communication and interpersonal skills. In this role, you will have the opportunity to work with a diverse range of clients and develop strong relationships with key stakeholders.

Responsibilities:

Manage a portfolio of banking clients, ensuring their satisfaction and profitability
Provide expert advice on financial strategies and investment opportunities to clients
Conduct regular portfolio reviews and analysis to assess performance and make recommendations for adjustments
Collaborate with internal stakeholders to identify and pursue cross-selling opportunities
Stay up to date with industry trends and changes in regulations that may impact client portfolios
Build and maintain strong relationships with clients, acting as their trusted advisor
Monitor and manage risk within client portfolios

Qualifications:

Bachelor's degree in finance, business, or a related field
At least 3 years of experience in portfolio management within the banking industry
Solid understanding of financial markets, products, and investment strategies
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to build and maintain strong relationships with clients
Detail-oriented and able to manage multiple projects simultaneously

To apply, email your resume to

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Tags

Full time,

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