Wealth Portfolio Manager — Client Relationships

NPAworldwide; Fulton (MO); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Relocation assistance

In-office role

Job summary

Central Trust Company seeks an experienced Portfolio Manager to join our wealth management team. You will manage client portfolios, provide asset allocation recommendations, and maintain strong client relationships in a client-facing role.

The position focuses on retention and thoughtful investment management, with flexibility to emphasize client service or analytical work, while collaborating with other portfolio managers, traders, relationship managers, and bankers.

Qualifications

• Minimum of 7 years of investment or portfolio management experience.
• 10+ years of experience preferred but not required.
• Bachelor's degree required.
• MBA, master's in finance, CFA, and/or CFP preferred but not required.

Responsibilities

• Manage client portfolios using internal investment models.
• Provide asset allocation recommendations and portfolio oversight.
• Work directly with clients to understand needs, goals, and risk tolerance.
• Focus on client retention through strong service, communication, and relationship management.
• Collaborate with other portfolio managers, traders, relationship managers, and bankers.
• Participate in investment discussions and portfolio strategy.
• Support the broader wealth management team in serving clients effectively.
• Represent the company in a professional and client-focused manner.

Skills

Investment management

Client relationship skills

Communication

Analytical abilities

Team collaboration

Education

Bachelor's degree

MBA/CFAs/ CFPs preferred

Job description

Central Trust Company seeks an experienced Portfolio Manager to join our wealth management team. You will manage client portfolios, provide asset allocation recommendations, and maintain strong client relationships in a client-facing role.

The position focuses on retention and thoughtful investment management, with flexibility to emphasize client service or analytical work, while collaborating with other portfolio managers, traders, relationship managers, and bankers.