Portfolio Manager - Trust & Wealth Management division at Crews Bank & Trust

, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Apr, 26

Salary

0.0

Posted On

10 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Analysis, Portfolio Management, Team Collaboration, Client Relationship Management, Market Monitoring, Analytical Skills, Interpersonal Skills, Communication Skills, Decision Making, Detail Oriented, Networking, Securities Analysis, Financial Assets Management, Investment Strategy Development, Sales Process Assistance, Objective Identification

Industry

Banking

Description

Description 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 The primary duties of the this position include: 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 Minimum Skill Requirements and Background: 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 Education and Experience: Bachelor’s degree in Finance, Business or related area Five to Seven years experience in Investments All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. Equal Opportunity Employer/Vets/Disabilities

Responsibilities

The Portfolio Manager will identify investors' objectives and develop specific investment policies and strategies. They will also monitor market conditions and adjust portfolios as necessary while assisting clients with account inquiries.