United Bank

  • Wealth Management Portfolio Manager, Senior

    Job Locations US-MD-Bethesda
    Posted Date 1 month ago(5/21/2018 7:59 AM)
    Job ID
    # of Openings
    Wealth Management
    UB Non-Retail
  • Responsibilities

    This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Senior Portfolio Manager actively participates in the retention of existing clients including assisting in preparing and presenting proposals to clients, reconciling account assets, maintaining and reviewing contracts, evaluating financial products and services and makes recommendations based on analyses. The ideal candidate will have extensive impact/mission related investing expertise and be able to operate in an autonomous and entrepreneurial environment maintaining a sales and client-centered focus.

    Senior Portfolio Managers are team players and methodical business builders with experience and expertise as trusted portfolio managers serving the sophisticated needs of ultra-high net worth individuals and families, as well as, institutional clients. S/he must have exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes.




    • Ability to discuss investment performance, economic and market trends
    • Meet with clients on a quarterly basis, or as needed, to review their portfolio's performance and present appropriate recommendations
    • Prepare and present pitch materials to prospective clients
    • Serve as a primary point of contact for the Fortigen Network and other third party vendors and business partners who perform outsourcing services for the Wealth Management Group
    • Maintain and periodically review contracts and other documentation relating to arrangements with third party vendors
    • Evaluate financial products and services offered through the wealth management platform and recommend changes when necessary
    • Monitor industry pricing and other trends to ensure that the Wealth Management Group is maintaining a competitive market position
    • Evaluate the feasibility of potential strategic acquisitions and make recommendations based on analyses
    • Design and implement investment strategy within the Wealth Management division
    • Review and critique investment research materials and policies/procedures utilized within Wealth Management division
    • Analyze investment performance of designated accounts and third party portfolio managers utilized within the Wealth Management division
    • Buy, sell and trade securities for accounts in accordance with policies established by the Investment Committee
    • Maintain the management database and monitor frequency of client contact
    • Maintain high service level by working closely with Private Wealth Advisors, Trust Officers and Division Managers
    • Other duties as assigned


    • Bachelor's degree required
    • Minimum of 5-10 years of investment and portfolio management working experience required
    • Strong track record of success that meets or exceeds goals set consistently
    • Ability to foster teamwork and motivate colleagues a must
    • Client-centered focus with excellent strategic thinking ability and consultative skills
    • Proficiency in Microsoft office Products Required
    • Prior demonstrated experience in effective account relationship/management
    • Excellent verbal and written communication, interpersonal skills


    • Account Management
    • Capacity to work with demanding clients and diverse groups of people
    • Wealth Management and investment management industry knowledge
    • Presentation Skills
    • Entrepreneurial spirit
    • Enthusiastic, positive energy
    • Flexibility to accommodate work outside normal business hours


    • 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.


    With over 175 years of experience, United Bank is one of the region’s premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets.
    At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work.
    United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.


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