Portfolio Manager - Trust & Wealth Management division
About The Position
Crews Bank & Trust is looking for a Portfolio Manager in the Port Charlotte area to join the Trust & Wealth Management team. This high performing team member will assist in the investment portfolio activities and sales process in conjunction with the Wealth Strategist. The primary duties of the position include identifying investors' objectives and preferences, and developing a specific investment policy and strategy. This role involves implementing strategy through the optimal combination of financial and real assets in the marketplace, monitoring market conditions, relative asset values and the investor's circumstances, and adjusting the portfolio appropriately to reflect changes and variables. The Portfolio Manager will also assist clients with account questions and statement review, maintain relationships with other key community leaders through networking, and work with other team members to identify, analyze and select securities and funds for the approved Buy list.
Requirements
- Desire and willingness to work in a collaborative, flexible and team-oriented work environment
- Comprehensive knowledge of investments, security market structure and portfolio management
- Sound judgment and decision making experience
- Detail oriented with strong analytical skills
- Excellent interpersonal and communication skills
- Bachelor’s degree in Finance, Business or related area
- Five to Seven years experience in Investments
Nice To Haves
- Experience in Investments and Portfolio management
- Work effectively in a team approach to servicing client needs
Responsibilities
- Identifying investors' objectives and preferences, and develop a specific investment policy and strategy
- Implement strategy through the optimal combination of financial and real assets in the marketplace
- Monitor market conditions, relative asset values and the investor's circumstances
- Adjust portfolio appropriately to reflect changes and variables
- Assist clients with account questions and statement review
- Maintains relationship with other key community leaders through networking
- Works with other team members to identify, analyze and select securities and funds for the approved Buy list
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
