Portfolio Manager - Trust & Wealth Management division
On-sitePunta Gorda, Florida, United States
Job Summary
Identify investors' objectives and preferences to develop specific investment policy and strategies. Implement these strategies through the optimal combination of financial and real assets while monitoring market conditions and relative asset values. Adjust portfolios appropriately to reflect changes and variables, and assist clients with account questions and statement reviews. Collaborate with the Wealth Strategist to identify, analyze, and select securities and funds for the approved Buy list. Maintain relationships with key community leaders through networking. This high-performing team member supports the Trust & Wealth Management division in the Port Charlotte area.
Required Qualifications
- Bachelor's degree in Finance, Business or related area
- Five to Seven years experience in Investments
- 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
Desired Qualifications
- Desire and willingness to work in a collaborative, flexible and team-oriented work environment
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