Finemark National Bank
Fort Myers, FL, USA
Position Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and fiduciary guidelines. Participates in the financial planning process. Effectively manages, monitors and mitigates fiduciary and investment risk while retaining and growing client relationships. Essential Functions and Duties: Portfolio Management. Manages client portfolios and administers client accounts within prescribed investment and fiduciary guidelines, governing document, FineMark policies and procedures and all applicable federal and state laws and regulations. Portfolio management accountabilities include, but are not limited to: Analyzes clients complete financial picture and works with clients...