- Location
- Punta Gorda, FL
- Department
- Management
- Seniority
- Manager
- Source
- Paylocity
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 in the Port Charlotte area 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 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
Crews Bank & Trust is an equal opportunity employer. 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
