Trust Portfolio Strategist | Client Advisory & Growth

Isabella Bank Corporation; Mount Pleasant (MI); On-site; USD 70,000 - 90,000; Full time

Job summary

Isabella Bank Corporation in Mount Pleasant is looking for a Trust Portfolio Manager to oversee client investment portfolios. You will manage relationships, prepare investment presentations, and ensure compliance with investment policies.

The ideal candidate will have a bachelor’s degree and preferably hold a CFP or CTFA certification, with at least five years of investment experience. Strong analytical and communication skills are essential for success in this role.

Qualifications

• Minimum of five years of investment experience.
• Proven ability to manage client relationships and satisfaction.
• Strong problem-solving and decision-making abilities.

Responsibilities

• Oversee client investment portfolios and manage relationships.
• Prepare investment presentations and reports for clients.
• Analyze and rebalance portfolios to meet client objectives.

Skills

Client retention

Investment analysis

Portfolio management

Business development

Analytical skills

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

CFP or CTFA designation

Job description

Isabella Bank Corporation in Mount Pleasant is looking for a Trust Portfolio Manager to oversee client investment portfolios. You will manage relationships, prepare investment presentations, and ensure compliance with investment policies.

The ideal candidate will have a bachelor’s degree and preferably hold a CFP or CTFA certification, with at least five years of investment experience. Strong analytical and communication skills are essential for success in this role.