Portfolio Manager

Talentify; Jefferson City (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Central Trust Company seeks a seasoned Portfolio Manager to work directly with clients to develop and implement strategies addressing investment, financial, insurance, tax, and estate planning needs. You will collaborate with other Advisors to provide advice on all aspects of the client relationship and be responsible for investment management, new business development, and client retention.

A successful candidate will be an attentive listener, driven to grow professionally, and able to clearly

Qualifications

• Bachelor’s degree in finance, business, or accounting.
• 7+ years in financial services with client-facing experience.
• Ability to discuss and present complex investment topics to clients.
• Strong interpersonal, relationship management, and communication skills.
• High attention to detail.

Responsibilities

• Responsible for client investment management and retention.
• Assist with 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.

Skills

Investment management

Client relationship management

Presentation skills

Attention to detail

Communication skills

Education

Bachelor’s degree in finance, business or accounting

Job description

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

Qualifications

Required Qualifications

• Bachelor’s degree, preferably in a related field such as finance, business, or accounting
• 7 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 role
• CFA® charterholder or CFP® certificant
• Graduate degree consisting of MBA, or MS in Finance