Senior Portfolio Manager - Commerce Trust

Commerce Bank•Clayton, MO

6d•Onsite

About The Position

The main purpose of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service.

Requirements

Advanced knowledge of portfolio management
Understanding of various types of accounts and investment management
Advanced presentation skills along with well-developed negotiation skills
Independent decision-making skills
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
Bachelor’s degree or equivalent combination of education and experience required
6+ years trust, bank or investment management experience required

Nice To Haves

Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred

Responsibilities

Participate in leadership activities, including policy and strategy committees
Serve as a resource for other members of department
Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate
Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate
Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook
Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations
Provide timely implementation of security-specific recommendations in assigned client portfolios
Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues
Provide support to the investment committees by providing complete and timely information about assigned client portfolios
Maintain constructive, pro-active working relationship with private client associates to provide timely client service
Participate in new business development
Perform other duties as assigned