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Wealth Management Portfolio Manager

Date: Aug 26, 2021

Location: Washington, DC, US, 20036

Company: United Bank

Job Description

The Portfolio Manager position requires a broad and deep understanding of wealth management, fiduciary practices and investment strategies. The Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The ideal candidate will have extensive investment expertise and will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus.

Portfolio Managers are team players and methodical business builders with experience and expertise as trusted portfolio managers serving the sophisticated needs of high net worth individuals, families, and institutions. The position requires a strong understanding of the full range of investment expertise in wealth management and related products, services, and processes.


  • Participate in discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients
  • Meet with clients on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations
  • Prepare and present pitch materials to prospective clients
  • Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary
  • Analyze investment performance of designated accounts and third-party portfolio managers utilized within the Wealth Management department
  • Buy, sell, and trade securities for accounts in accordance with policies established by the Investment Committee
  • Maintain a high service level by working closely with Fiduciary Wealth Advisors, Institutional Services Advisors, and Department Managers
  • Complete assigned account annual reviews (“Reg-9” reviews) and related paperwork and records maintenance
  • Guide and mentor Investment Analysts on assigned work as needed


  • Bachelor's degree required
  • MBA or advanced degree in Finance or related fields, with desire to obtain the Chartered Financial Analyst designation preferred
  • Minimum of five years of experience in investment management and fiduciary portfolio management required
  • Chartered Financial Analyst (CFA) designation highly desired
  • Strong, successful track record that meets or exceeds goals set consistently required
  • Ability to foster teamwork and motivate colleagues required
  • Client-centered focus with excellent strategic thinking ability and consultative skills
  • Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
  • Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor’s View, FirstRate)
  • Demonstrated experience in effective client relationship management required
  • Excellent verbal and written communication and interpersonal skills required
  • Flexibility to accommodate work outside normal business hours
  • Capacity to work with challenging clients and diverse groups of people
  • Ability to travel up to 25% is required



  • Account management
  • Business Acumen
  • Presentation skills
  • Entrepreneurial spirit
  • Enthusiastic, positive energy


Essential Functions:

  • Sitting / standing for extended periods of time
  • Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components
  • Ability to converse and exchange information with all levels of staff within organization.
  • Ability to observe, perceive, identify, and translate data
  • Ability to travel via air, rail, automobile, and/or bus

Company Profile

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.

Nearest Major Market: Washington DC

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