Portfolio Manager

Job Description 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 Portfolio Manager works directly with clients to develop and implement strategies that address their investment, financial, insurance, tax, and estate planning needs. 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

Job Requirements

Required Qualifications Bachelor’s degree, preferably in a related field such as finance, business, or accounting7 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 roleCFA charter holder or CFP certificant

Graduate degree consisting of MBA, or MS in Finance Job Details Job Type: Full Time - Regular Category:
Trust Services Salaried:
Salaried