Senior Portfolio Manager at CENTRAL BANCOMPANY, INC.

Springfield, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Mar, 26

Salary

0.0

Posted On

05 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Management, Client Relationship Management, Financial Planning, Communication Skills, Interpersonal Skills, Attention to Detail, Business Development, Estate Planning, Tax Planning, Insurance Planning, Team Collaboration, Listening Skills, Problem Solving, Market Analysis, Client Retention, Presentation Skills

Industry

Banking

Description

Senior Portfolio Manager Overview Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902. Job Summary The Senior Portfolio Manager works directly with clients to develop and implement strategies that address their investment, financial, insurance, tax, estate planning needs, and more. The Portfolio Manager will work closely with other Advisors on the team to provide advice on all aspects of the client relationship. They are responsible for investment management, assisting with new business development, and client retention. A successful Portfolio Manager will be an attentive listener, driven to grow personally and professionally, an experienced investment manager, and will be clear and concise in presenting the services offered by Central Trust Company. Job Duties * Responsible for client investment management and retention, instilling confidence through demonstrated expertise * Assist with the creation, delivery, execution, and management of complex financial plans * Lead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issues * Increases market share in their local region * Other duties as assigned Qualifications Required Qualifications * Bachelor’s degree, preferably in a related field such as finance, business, or accounting * 8 or more years in the financial services industry with relevant experience in a client-facing role * Ability to discuss and present complex investment management topics to clients and prospects * Highly effective interpersonal, relationship management, and communication skills, with a strong attention to detail Preferred Qualifications * 10 or more years in the financial services industry with relevant experience in a client facing role * CFP® certificant or CFA® charterholder (or progress towards designation) * Graduate degree consisting of MBA, or MS in Finance

Responsibilities

The Senior Portfolio Manager is responsible for managing client investments and ensuring client retention through demonstrated expertise. They will also assist in developing and executing complex financial plans while leading client meetings to address various wealth management needs.