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Senior Investment Officer – Wealth & Fiduciary Portfolios
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-07-20
Listing for:
The Cape Cod Five Cents Savings Bank
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
The Cape Cod Five Cents Savings Bank is seeking an experienced investment professional to manage fee-based accounts, including personal trusts and high-net-worth relationships, ensuring objectives are met and risk is aligned with client goals.
This role involves supervising portfolio activities across charitable, fiduciary, and individual accounts, collaborating with the CIO on equity focus, and applying broad capital markets knowledge to timely investment decisions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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