Investment Advisor
Company: WSFS Bank
Location: Berwyn
Posted on: May 29, 2023
Job Description:
Position type: Full-timeLocation: Berwyn, PASchedule: Monday -
FridayHybrid/Onsite -Description:At WSFS Bank, we empower our
Associates to grow their careers, guide our customers to secure
their financial futures, and actively support our Communities so
they can fully thrive. Careers with WSFS Bank offer an inclusive
and supportive culture, competitive salaries, advancement
opportunities, and more. We are the region's locally headquartered
bank and wealth management company. We are honored to consistently
be named a Top Workplace by our Associates, who make a difference
every day for the people, businesses, and Communities we serve. We
Stand For Service - is more than part of our name, it's our mission
and our purpose.The Investment Advisor is responsible for working
with individuals and institutions to formulate investment plans
which are then documented on the Investment Policy Statement (IPS).
Utilizes a broad-based knowledge of investments and portfolio
management concepts, experience, and bank resources to deliver
investment outcomes to meet or exceed client goals and
objectives.The position requires internal communications, including
participation in select internal committee meetings; - knowledge,
understanding, and application of fiduciary and investment
principles, including Reg 9 compliance requirements; knowledge of
securities processing and clearing; knowledge of trust & accounting
systems; -knowledge of investment systems to support trading and
performance analysis (First Rate and Investor's View specifically)
and technology to support recordkeeping and payment history
(SunGard); and interface with Trust Operations Service Partners.Job
Responsibilities:
- Manages client portfolios in keeping with goals established for
the account, IPS, and all BMT standards and policies.
- Cultivates strong working relationships with clients and their
advisors in order to develop a complete understanding of client's
needs.
- Proactively communicates with clients to regularly review goals
and objectives and reaffirm the `appropriateness of the current
investment plan as detailed on IPS.
- Completes Annual Reg 9 reviews and works to align portfolios in
keeping with approved security lists and investment
parameters.
- Actively seeks to identify new business opportunities from
existing client base, prospects, and centers of influence.
- Builds and maintains knowledge of investment principles and
portfolio management concepts.
- Actively contributes to the development and enhancement of the
investment offering at Bryn Mawr Trust by sharing observations and
insights on industry trends, professional development, and client
experiences.
- Represents Bryn Mawr Trust at outside/professional
organizations.
- Supports the mission, strategy, and values of Bryn Mawr
Trust.
- Additional responsibilities as required. - - - - - - - -
-Minimum Qualifications: -
- College degree and at least 3-7 years of experience in an
investment management setting, e.g., investment advisory firm,
trust department of a bank hedge fund, private investment office,
or a related financial services organization, e.g., consultancy,
accounting firm, estate planning firm. Advanced degree, either CFA
or MBA, preferred.
- Thorough knowledge of investment and portfolio management
theory, along with a fundamental knowledge of financial planning
principles.
- Knowledge of fiduciary, tax, and other regulations impacting
the investment management function.
- Strong investment management skills and commitment to
delivering excellent customer outcomes.
- Strong written and verbal skills and ability to handle and
deliver difficult client and management messages with tact and
firmness.WSFS Bank is inclusive and supportive of individual needs.
If you have a physical or other impairment that might require an
accommodation, including technical assistance with the WSFS Bank
Careers website or submission process, please contact us via email
at careers@ wsfsbank.com. Our Mission and Values serve as essential
reminders about who we are and how we do business. WSFS is an
equal-opportunity employer. We do not discriminate based upon race,
religion, color, national origin, gender (including pregnancy,
childbirth, or related medical conditions), sexual orientation,
gender identity, gender expression, age, status as a protected
veteran, status as an individual with a disability, or other
applicable legally protected characteristics.#LI-Hybrid -
Keywords: WSFS Bank, Philadelphia , Investment Advisor, Other , Berwyn, Pennsylvania
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