Head of International Product
ucbi
FULL TIME
Wealth Management Senior Portfolio Manager
ucbi· Wealth Management
About this role
Overview
The Wealth Management Senior Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.
What You’ll Do
- Design, construct, and manage client investment portfolios in line with clients’ financial goals.
- Execute trades and rebalance portfolios to maintain optimal asset allocation.
- Complete investment and client reviews annually or as required.
- Communicate with clients to understand their financial objectives and explain investment strategies and performance.
- Monitor investment performance of portfolios and adjust as necessary.
- Ensure compliance with the relevant regulations and company’s standards.
- Collaborate with the investment team and other internal partners to enhance the client experience.
- Monitor and analyze financial markets, trends, and economic indicators.
- Continually build a network of internal and external sources to acquire new client relationships.
- Stay informed on legal and regulatory changes affecting investment management.
- Drive business results and acquire new assets, both from existing client base and new client acquisition.
- Actively participate in community activities and events with purpose of visibility in the community and prospects.
- Performs other duties as assigned.
Requirements For Success
- Undergraduate degree in business related field or equivalent experience.
- Preferred degree or designations, MBA, CFA, CIMA, and/or CFP certification.
- Five plus years investment management or investment advisory experience.
- Deep knowledge of investment strategies including alternative investments.
- Detailed understanding of performance measurement concepts and methodologies.
- Strong knowledge of investment management and wealth planning concepts.
- Proven track record in cultivating new and existing client relationships.
- Good interpersonal skills to represent the bank positively in dealing with clients.
- Excellent analytical, quantitative, verbal, and written communication skills.
Conditions of Employment
WORK ENVIRONMENT
UC Branch Office: Greenville, SC and Orlando, FL
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 50% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Pay Range
USD $0.00 - USD $0.00 /Yr.Frequently Asked Questions
Is the salary disclosed for the Wealth Management Senior Portfolio Manager position at ucbi?
The salary for this Wealth Management Senior Portfolio Manager role at ucbi is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Wealth Management Senior Portfolio Manager position at ucbi located?
This Wealth Management Senior Portfolio Manager role at ucbi is based in Columbia, TN, US. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Wealth Management Senior Portfolio Manager role at ucbi full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Wealth Management Senior Portfolio Manager role in the Wealth Management department at ucbi.
Which team or department does the Wealth Management Senior Portfolio Manager at ucbi belong to?
This Wealth Management Senior Portfolio Manager position is part of the Wealth Management department at ucbi. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Wealth Management Senior Portfolio Manager position at ucbi?
Click the "Apply Now" button on this page. You will be redirected to ucbi's official application portal hosted on icims where you can submit your application directly.
When was the Wealth Management Senior Portfolio Manager job at ucbi posted?
This Wealth Management Senior Portfolio Manager position at ucbi was posted on May 13, 2026. Apply as soon as possible — early applications are often reviewed first.
Wealth Management Senior Portfolio Manager
ucbi
You'll be redirected to ucbi's official application page on icims.