Senior Wealth Portfolio Manager

Commerce Trust; St. Louis (MO); On-site; USD 137,000 - 215,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Trust in Clayton, Missouri seeks an experienced Portfolio Manager III & Senior to manage assigned client portfolios, establish investment objectives, and report performance. You will collaborate with clients and the investment team to tailor portfolios to goals.

Responsibilities include regular client meetings, making investment recommendations, and supporting investment committees. A CFA/CFP is preferred, and a Bachelor’s degree plus 6+ years in wealth management are required.

Qualifications

• 6+ years trust, bank or investment management experience required.
• Bachelor’s degree or equivalent; CFA/CFP designation preferred.
• Strong portfolio management knowledge and client service focus.

Responsibilities

• Lead portfolio management for assigned client portfolios and report performance.
• Meet with clients regularly to provide reporting and investment recommendations.
• Determine investment objectives and asset allocations for portfolios.
• Support investment committees with timely information and recommendations.
• Develop new business and maintain strong client relationships.

Skills

Advanced portfolio management

Accounts & investment management

Presentation & negotiation

Independent decision-making

Self-starter & multitasking

Communication skills

Adaptability & resilience

MS Word/Excel/Teams/Outlook

Education

Bachelor’s degree or equivalent

CFA/CFP designation preferred

Tools

Microsoft Office Suite

Job description

Commerce Trust in Clayton, Missouri seeks an experienced Portfolio Manager III & Senior to manage assigned client portfolios, establish investment objectives, and report performance. You will collaborate with clients and the investment team to tailor portfolios to goals.

Responsibilities include regular client meetings, making investment recommendations, and supporting investment committees. A CFA/CFP is preferred, and a Bachelor’s degree plus 6+ years in wealth management are required.