Portfolio Strategist Specialist

Raleigh, NC, USA

Full-TimeDepends on ExperienceSenior LevelMasters

Job Description

At First Citizens Bank, we believe that a strong portfolio is the foundation for financial success. As a Portfolio Strategist Specialist, you will play a crucial role in helping our clients achieve their financial goals by providing expert guidance and developing strategic investment portfolios. We are seeking a highly skilled and experienced individual who is passionate about helping others grow and manage their wealth. If you have a strong background in finance, a proven track record of portfolio management, and a customer-centric mindset, we invite you to join our dynamic team and make a meaningful impact on our clients' financial futures.

Develop and manage strategic investment portfolios for clients based on their financial goals and risk tolerance.
Provide expert guidance and advice to clients on portfolio management, asset allocation, and investment strategies.
Analyze market trends and economic conditions to make informed decisions on portfolio adjustments.
Monitor and review client portfolios regularly to ensure they remain aligned with their financial objectives.
Build and maintain strong relationships with clients to understand their financial needs and provide personalized solutions.
Collaborate with other financial advisors and specialists within the bank to deliver comprehensive financial plans for clients.
Stay updated on industry developments and trends to continuously improve portfolio management strategies.
Educate clients on the benefits of diversification and the importance of a well-balanced portfolio.
Conduct presentations and seminars to inform clients about investment products and services offered by the bank.
Comply with all regulatory requirements and ensure client portfolios are managed in accordance with company policies and procedures.

Where is this job?

This job is located at Raleigh, NC, USA

Job Qualifications

Bachelor's Or Master's Degree In Finance, Economics, Or A Related Field.
Minimum Of 5 Years Of Experience In Portfolio Management, Investment Analysis, Or Financial Planning.
Extensive Knowledge Of Financial Markets, Investment Strategies, And Risk Management.
Professional Certifications Such As Cfa (Chartered Financial Analyst) Or Cfp (Certified Financial Planner) Preferred.
Excellent Analytical, Communication, And Presentation Skills, With The Ability To Develop And Implement Strategic Investment Plans For Clients.

Required Skills

Risk Management
Financial Analysis
Market Research
Investment Strategy
Client Relations
wealth management
Asset allocation
Portfolio optimization
Investment planning
performance tracking
Asset Diversification
Economic

Soft Skills

Communication
Conflict Resolution
Leadership
Time management
creativity
Organization
Teamwork
Adaptability
Problem-Solving
Empathy

Compensation

According to JobzMall, the average salary range for a Portfolio Strategist Specialist in Raleigh, NC, USA is between $75,000 and $120,000 per year. This range may vary depending on the specific company, experience level, and education of the individual. Additionally, factors such as bonuses, commissions, and benefits may also impact the overall salary for this role.

Additional Information

First Citizens Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedMarch 19th, 2024

Apply BeforeJune 21st, 2025

This job posting is from a verified source.

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