Portfolio Manager

Job Description

Job Description

Position Title: Trust Portfolio Manager

Reports To: Wealth Manager

Position Summary

The Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing investment presentations and reviews, and presenting recommendations to the Investment Committee. This role supports client retention, portfolio management, investment analysis, and business development efforts while ensuring portfolios are managed in alignment with client objectives, account purposes, and applicable Investment Policy Statements.

Essential Duties and Responsibilities

• Retain a book of business consisting primarily of investment management accounts.
• Manage client investment portfolios based on clients’ Investment Policy Statements and consistent with the purpose of each trust or account objective.
• Manage client relationships by providing a high level of client satisfaction.
• Create investment presentations and reviews for clients and prospects.
• Analyze and rebalance client portfolios on an ongoing basis to accomplish client objectives.
• Proactively communicate with clients.
• Perform investment analysis for due diligence, evaluate current investment strategies, develop new investment strategies, and make recommendations to the Investment Committee.
• Maintain a current awareness of the economy and investment strategies.
• Participate in the development of new investment accounts independently and with other trust staff.
• Prepare and provide investment reports and related materials to Trust Services employees.

Required Qualifications

• Bachelor’s degree, preferably in Finance, Accounting, Business, or a related field.
• Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA) designation or other relevant investment certification preferred.
• Minimum of five years of investment experience.

Preferred Qualifications

• Experience working with trust accounts, investment management accounts, or fiduciary relationships.
• Knowledge of portfolio construction, asset allocation, investment due diligence, and risk management practices.

Knowledge, Skills, and Abilities

• Ability to retain clients and develop new business.
• Goal-oriented, self-motivated, and able to manage priorities effectively.
• Demonstrates strong analytical, decision-making, and problem-solving skills.
• Ability to work effectively both independently and as part of a team.
• Strong written and verbal communication skills, including the ability to present investment information to clients, prospects, and internal stakeholders.