Portfolio Manager (WM)
United BankHighlight
Summary
About the Role
About You
- Bachelor's degree required.
- Minimum of five years of experience in investment management and fiduciary portfolio management required.
- 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 required.
- Proficiency in Microsoft Office products required.
- Demonstrated experience in effective client relationship management required.
- Excellent verbal and written communication and interpersonal skills required.
- MBA or advanced degree in Finance or related fields, with desire to obtain the Chartered Financial Analyst designation preferred.
- Chartered Financial Analyst (CFA) designation highly desired.
- Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor’s View, FirstRate).
- Flexibility to accommodate work outside normal business hours.
- Ability to travel up to 25% is required.
Benefits
- Competitive base salary with potential for annual merit increases based on performance.
- Eligibility for cash bonuses, long-term incentives, and commissions.
- Professional and personal development opportunities including career advancement and wellness initiatives.
United Bank is the community bank for the markets we serve. We offer local decision-making and the personalized service our customers have come to expect since 1839, with the insights, technologies, products, and services of a large bank – and a deep commitment to the communities in which we operate. We are committed to developing long-term personal relationships with every customer. Our flexible, local decision-making approach enables our team to create customized solutions to help United customers grow and thrive. With more than 225 locations and over 2,500 employees across the Mid-Atlantic and Southeast, our experienced leadership, consistent performance, and focus on relationships make United the bank of choice for the customers, investors, team members, and communities we serve. United’s rich history is backed by trust and doing what is right for employees, customers, shareholders, and communities. Our ability to achieve success is rooted in our dedication to fostering an inclusive, engaging culture. At United, employees from entry-level to management are empowered to reach their full potential and make a difference – embodying our core values of integrity, hard work, teamwork, and caring. We are committed to serving our communities with safe, sound, and secure practices – backed by strong earnings, sound asset quality, and strong capital – that have allowed us to weather any storm for 185 years. 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. NMLS #522399. Equal Opportunity Employer. Before participating on our channels, please review our Social Media Community Guidelines: https://www.bankwithunited.com/social-media-community-guidelines