Portfolio Manager - Trust & Wealth Management division

Crews Bank & Trust

About The Position

Are you looking for a place to use your investment analysis skills and experience to build long term client relationships? Are you a professional with experience in Investments and Portfolio management? Do you work effectively in a team approach to servicing client needs? We would like to learn more about you. Crews Bank & Trust is looking for a Portfolio Manager 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

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

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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