Bank of the West Portfolio Manager - Fiduciary Services Relationship Manager in New York, New York

Portfolio Manager - Fiduciary Services Relationship Manager


What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Responsible for investment and client relationship management of various types of individual Wealth Management accounts, including agency, foundation, charitable, revocable, and irrevocable trust accounts. May also be responsible for the management or assistance in the management of a corresponding investment style, asset class, or Bank of the West strategy.

Essential Job Functions

  • Manages investment accounts ofkey importance or of a complex nature including meeting with clients on aperiodic basis to review the client’s investment situation which includes discussinginvestment objectives, goals, account performance and possible future strategies.

  • Provides investment advice andguidance to wealth management team members with respect to individual clientsituations, corresponding governing document requirements, and investmentrelated policies and procedures.

  • Oversees the activities relatedto management of clients' investment portfolios, including the preparationand maintenance of client investment accounts in-line with appropriateinternal and external regulations, policies, and applicable laws..

  • Participates in the developmentof new business by prospecting existing or prospective customers andparticipating in the sales process with other wealth management teammembers.

  • Maintains a continuous study offinancial news, reports, digests, and financial services to keep informedof economic and financial conditions affecting markets and their impact oninvestment management strategies,

  • Recommends to appropriateResearch Teams and investment management personnel, the appropriate courseof action regarding investment strategy or client specific items.

  • Ensures all day-to-dayactivities within the Global Investment and Fiduciary Solutions group arein accordance with Bank of the West policies, procedures, ethics as wellas external regulations and laws.

Other Job Duties

  • Assists in the establishment ofinvestment policies for clients.

  • Prepares periodic reports formanagement and others, as needed.

  • Participates in and contributesto the development of investment strategies or research thereof.

  • Monitors application ofinvestment recommendations from upper management and thoroughness inapplying changes after which they are approved.

  • Maintains an active and ongoingconversion to approved strategies and plans for each existing accountbeing managed using a Bank of the West strategies.

  • May supervise employeesdirectly (i.e., selection, training, performance appraisal and workallocation).

  • Assists in developingdepartmental budgets.

  • Performs other duties asassigned.


Required Experience

  • Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.

  • May have deep knowledge of project management.

  • Requires 10 years minimum prior relevant experience.


  • Bachelor's Degree


  • Thorough knowledge of economics,investment strategy, quantitative analysis, and risk assessment.

  • Analytical and research.

  • Demonstrated supervisory.

  • Organizational skills.

  • Ability to adhere to setpolicies and procedures.

  • Handle complex and stressfulsituations.

  • Negotiation skills.

  • Mathematical analysis.

  • Presentation skills.

  • Works well in a teamenvironment.

  • Written and verbalcommunication.

  • Use of personal computer andrelated investment programs.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations. #LI-CS1

Job: Portfolio Management

Location: United States-New York-New York

Requisition ID: 038726