Job Details...

Job ID: 3709
Title: VP Institutional Portfolio Manager
Hours Desired: Fulltime Hours
Work Hours: Not specified
Hours/Wk: Not specified 
Pay: Not specified
Description: The primary function of this position is to provide full-service investment services to institutional clients. Institutional clients include state and local governments, colleges, universities, foundations, corporations and endowments. The position will support current and potential clients.
Requirements: QUALIFICATIONS REQUIRED: Knowledge of account opening policies and procedures, financial ratios, and business/accounting principles. · Familiarity with fiduciary principles and prudent investing concepts. · Understanding of regulatory guidelines and tax codes. · Understanding of the investment markets economic conditions both domestically and internationally. · Willingness to provide a level of service which will clearly differentiate us from our competitors. · Must extend excellent customer service skills, internal and external. · Strong business development and relationship management skills. · Professional demeanor in appearance, interpersonal relations, work ethic and attitude. · Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. · Excellent organization skills and ability to multi-task. · Ability to work as part of a team. · Meet investment management and custody needs of the institutional client. · Call on current customers and prospects to develop new business by promoting investment management and custody type products. · Represent the bank in civic, community, and industry functions to network and develop additional business. · Keep informed on current economic and market conditions and legislation that may affect customer relationships and department investment activities. · Proficient in Microsoft Word, Excel, and Outlook.
Benefits: If checked below,
job is on busline
Location: Columbus, Ohio 43230
Employment for Seniors is a non-profit organization serving individuals in the
Central Ohio Area who are 50 years of age and older.
Please Note That EFS is not the Hiring Employer. 

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