Are you passionate about creating an exceptional client experience?
Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world.
At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions.
We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.
Join Union Bank, where being inspired is expected and creating results is rewarded.
Job Summary: This position is responsible for providing investment solutions for the mass affluent market and achieving high client retention rates by providing each client with valuable service offerings by fulfilling the role of trusted advisor.
Must be able to manage a large number of accounts and conduct complex client and partner presentations and meetings on the firm’s investment strategy, account performance and new products.
Also, responsible for promoting the core values, competitive position, and profitable growth of HighMark.
Major Responsibilities: 40% Portfolio Management and Model Implementation: Manage individual, trust and model-based accounts to ensure they are consistent with the client’s established short and/or long-term investment policies while utilizing HighMark’s investment philosophy.
Must be able to construct a portfolio and develop investment policies that maximize portfolio performance consistent with the client’s investment objectives and acceptable level of risk.
This position is responsible for ensuring all the investment models are kept current.
40% Client Service, Retention and Growth: Strong focus on managing client account retention to meet the company’s annual growth objectives and to support our multiple distribution team members.
Develop new and deepen existing client and partner relationships to support new business development, relationship management, and marketing in order to support investment needs and expand our collaborative culture.
Promote the role of trusted advisor and be able to resolve complex client account issues and provide our clients an extraordinary experience.
10% Business Operations: This position has operational and administrative duties required to support model-based products.
10% Risk Management: Actively ensure compliance with the Bank’s Code of Ethics, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures.
Participate in any required corporate and business line training in these areas.
Understand and follow all operating procedures and internal suspicious activity referral requirements and processes, as required for this position.
Responsibility for all fiduciary and SEC compliance responsibilities within their accounts.
Qualifications Additional Information: * Over 5 years of investment experience is required.
Strong insight and knowledge of finance, economics, and general business.* Ability to effectively present investment strategies to clients and partners.* Demonstrated ability to work toward team objectives with creativity, innovation, and initiative.* An ability to work independently and a willingness to adapt under time sensitive deadlines are necessary.* A master’s degree and/or CFA are preferred.* Extensive knowledge of trust is beneficial.
The above statements are intended to describe the general nature and level of work being performed.
They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business.
We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment.
Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions.
Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made.
Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.