Trust Portfolio Manager

Key Responsibilities

• Manage client portfolios using Central Trust Companys internal investment models
• Provide asset allocation recommendations and portfolio oversight
• Work directly with clients to understand their needs, goals, and risk tolerance
• Focus on client retention through strong service, communication, and relationship management
• Collaborate with other portfolio managers, traders, relationship managers, and bankers
• Participate in investment discussions and portfolio strategy
• Support the broader wealth management team in serving clients effectively
• Represent the company in a professional and client-focused manner

Qualifications

• Minimum of 7 years of investment or portfolio management experience
• 10 or more years of experience preferred but not required
• Bachelors degree required
• MBA, masters degree in finance, CFA, and/or CFP preferred but not required
• Strong knowledge of asset allocation and portfolio management
• Ability to work effectively with clients, portfolio managers, traders, relationship managers, and bankers
• Strong communication, analytical, and relationship management skills
• Client-focused approach with an emphasis on retention and long-term relationships
• Willingness to work in the office

Benefits

This position does not have direct supervisory responsibilities.

Pay

The pay range for this role is not specified.

Schedule

The schedule for this role is not specified.

Benefits

The benefits package for this role is not specified.