Commercial Portfolio Manager

Portfolio Manager Job Description

We are seeking a driven and experienced Banking Portfolio Manager to join our growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on their portfolios and addressing their financial needs.

This role will effectively turn into a Commercial Lender in training

The ideal candidate will have a strong background in banking and finance, with experience in portfolio management. You should be detail-oriented, analytical, and have exceptional communication and interpersonal skills. In this role, you will have the opportunity to work with a diverse range of clients and develop strong relationships with key stakeholders.

1. Manage a portfolio of banking clients, ensuring their satisfaction and profitability
2. Provide expert advice on financial strategies and investment opportunities to clients
3. Conduct regular portfolio reviews and analysis to assess performance and make recommendations for adjustments
4. Collaborate with internal stakeholders to identify and pursue cross-selling opportunities
5. Stay up-to-date with industry trends and changes in regulations that may impact client portfolios
6. Build and maintain strong relationships with clients, acting as their trusted advisor
7. Monitor and manage risk within client portfolios

• Bachelor's degree in finance, business, or a related field
• At least 5 years of experience in portfolio management within the banking industry
• Solid understanding of financial markets, products, and investment strategies
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain strong relationships with clients
• Detail-oriented and able to manage multiple projects simultaneously

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.