Vice President, Portfolio Manager
Company: Gbankmo
Location: Springfield
Posted on: March 21, 2023
|
|
Job Description:
Guaranty Bank is looking for a Senior Vice President, Portfolio
Manager to join our team! With over $2 billion in client assets,
Quad City Bank & Trust is seeking Portfolio Manager to play a key
role in managing individual and trust account assets and investment
relationships. These assets will be managed consistent with the
established investment objectives and strategies of the Investment
Department and/or clients. This position includes a strong focus on
supporting client account retention to meet the growth objectives
of the company as well as a shared responsibility for supporting
the development and management of client relationships for the
Wealth Management and Trust Services Department.
Ideal candidates will have a Bachelors degree in accounting,
finance, math or other related field, or equivalent working
experience preferred. CFA or CFA candidate a plus with five plus
years of experience providing financial services expertise,
management, and business development in financial services,
preferably in a wealth management and/or trust field. Discretionary
portfolio management experience. Ability to manage a variety of
tasks and work independently. Strong knowledge of finance,
economics, and general business. Credible presenter, able to
deliver compelling and concise investment presentations leading to
increased business and retention. Self-starter able to operate in a
highly team-oriented and collaborative environment.
Guaranty Bank is a local full-service bank, which strives to have a
positive impact through volunteerism, philanthropy, and a
responsible approach to financial services. Guaranty Bank is
dedicated to meeting the financial needs of the surrounding
community and exceeding expectations of our customers.
Pre-employment credit check, criminal background check and drug
screen is required.
Keywords: Gbankmo, Springfield , Vice President, Portfolio Manager, Executive , Springfield, Missouri
Click
here to apply!
|