Wealth Manager

Zions Bancorporation is seeking a Wealth Manager in Las Vegas, NV, with over 10 years of experience. The role involves managing investment portfolios for high-net-worth clients, ensuring alignment with investment strategies, and engaging in client retention activities. Strong analytical and communication skills are required, along with a CFA certification preferred. The position is full-time and emphasizes teamwork and client communication.
About Zions Bancorporation

We are a premier financial services company operating in the western United States. Our company values include employee satisfaction, community involvement, and commitment to excellence in customer service.
Job Requirements

We are looking for an experienced Wealth Management Portfolio Manager with 10+ years of directly related experience. The ideal candidate will have strong analytical, organizational, communication, and problem-solving skills, and a CFA certification is preferred.

Responsibilities:
• Manage and support client investment portfolios for high-net worth individual and institutional clients
• Ensure client portfolios are aligned with investment models and investment committee guidance
• Explain and differentiate between various investment strategies and opportunities
• Actively engage in new business and client retention activities including presentations to prospects and existing clients
• Clearly articulate purpose of investment decisions and asset allocation
• Keep abreast of tax consequences of investment decisions and strategies
• Conduct account reviews and maintains fiduciary and compliance training and education
• Experience in mutual funds, ETFs, separately managed accounts, and private capital
• Work effectively as part of a team in an investment advice driven business model
• Responsible for analyzing, proposing, and documenting portfolio trades in a team environment
• Communicate with clients about their accounts, market conditions and economic and market trends
• Effectively implements investment decisions and trades and rebalances client accounts according to change in asset allocation model or individual client needs and objectives
• Works in conjunction with relationship managers and operations department to execute daily investment decisions in accordance with investment policy and client investment objectives
• Responsible for completing investment projects as assigned, evaluating market trends, and analyzing securities
• Works closely with client relationship managers and other wealth management team members