Portfolio Manager

Cypress Bank&Trustwasoriginallyfoundedasa Florida Charteredboutiquecorporatefiduciaryin Palm Beach ,FLin
1996andtransitionedtoabankandtrustcompanyinAugust
2021.Wecurrentlyhavefourfull-serviceofficesthroughoutthestateof

Floridawithadditionaltrustofficesin Winter Havenand Naples .Inadditiontoprovidingtrustandinvestmentadvisoryservices,Cypress Bank&Trustoffersacompletearrayofpersonalandcommercialbankingservicesintendedtomeetallourclient’sholistic,financialneedsincludingprovidingpersonalized,tailored solutions.

At Cypress Bank &Trust,webelieveinprovidingservicestomeetalltheneedsofourclients.

Wearelookingforan Investment Officer /Portfolio Managerwhoisresponsibleforcollaboratingwiththe Administrative Officerandsupportpersonnelinateamapproachtoclientservice ;researchingandanalyzingeconomic,market,industryandcompanytrends;followingandmakingrecommendationsonrisk/rewardparametersforassignedstocks;implementingandmonitoringinvestmentstrategytomeetobjectivesofpersonallyassignedinvestmentmanagementandfiduciaryaccounts;workingcloselywithclientstodetermine,documentandexecutetheirinvestmentobjectives;leadingandassistingwithbusinessdevelopmentandretention.

• Assumes lead,jointorsecondaryroleasneededinrelationshipteamtofulfillthecorporatephilosophyofprovidinghigh-touchteamservicetoclients.
  
  Clientassetmanagement,including development,monitoring,andmaintenanceofinvestorprofile,assetallocationandinvestmentportfolios,includingtradingdocumentation,andclientfiles.
• Participateinprovidingsuperiorclientservicethroughperiodicclientmeetings,communications,responsiveness,andaccuracyofinformationbeingsuppliedtotheclientincludingperformancereviews,confirmobjectivesanddocumentanychangestotheirinvestmentobjectives.
• Initiatesandparticipatesinbusinessdevelopmentactivitiesincludingmeetingwithcurrent/prospectiveclientstopresentproposalsanddelivertheinvestmentoffering.
  
  Attendcompanysponsoreventsandbeingacompanyrepresentativeatotheroutsideevents.
• Completes Reg-9investmentreviewsandparticipatesinthepreparationofadministrativereviews.
• Activelyservesasvotingmemberofthe Investment Committee .Researchesandanalyzeseconomic,market,industryandcompanytrends.
• Complies with
  
  Companypoliciesandproceduresaswellas
  
  SECand Stateof Floridarulesandregulations .
• Generalunderstandingofthevariousfiduciaryaccountcharacteristics.

Participatesonvariouscommitteesasassigned.

Performsotherrelateddutiesasassignedbymanagement.

• Fulfillresponsibilitiesunderthe Bank Secrecy Actand Anti -Money Laundering regulations.
  
  Thismayincludeidentifyingcustomersproperly,initiating
  
  CTRsand
  
  SARsinvestigationsasneeded,utilizing
  
  OFACrecords,andmaintainingappropriaterecords.
• Adheresto Bank’spoliciesandproceduresandall
  
  Federal and
  
  Statelawsandregulations.

• Collegedegreeorequivalent,preferablyinthe
  
  Business
  
  Administration,Financeor Marketing fields.

Certificates,licensesandregistrationsrequired:

Series
65requiredbut,canbeobtainedafteremployment.

Chartered Financial Analyst ,Certified Financial Planner ,MBAaplus.

• Proficient in Microsoft Office Suite

Computerskillsrequired:

Trustand Custodian Accounting Software .Continuedtechnologyeducationtoimprove

I.Q.

• Exposure to:
  
  Investors View,Advantage,SharePoint,Microsoft Teams,SCI,and Weblink.

• Financiallystrongandgrowingcompany
• Personalgrowthpotential
• Greatcompanyculture
• GenerousPTOscheduleinadditiontobankholidays
• Health(Employer-paidcoverageforemployee,eligiblethefirstmonthafterthedateofhire.)