Senior Vice President / Senior Portfolio Manager
- Employer
- The Sanibel Captiva Trust Company
- Location
- Naples, Florida
- Salary
- Competiive
- Closing date
- Feb 28, 2019
View more
- Job Function
- Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Employment Type
- Full Time
Job Details
The Sanibel Captiva Trust Company
The Sanibel Captiva Trust Company (SCTC) is a privately-owned independent Trust Company whose wealth management services are absolute-return oriented subject to the goals of the individual client. SCTC adheres to a consistent philosophy and investment approach that has served its clients well for many years. Clients' portfolios are separately managed and individually tailored to each client's investment objectives and constraints. Further company information can be found at: http://www.sancaptrustco.com
Title: Senior Vice President / Senior Portfolio Manager
Summary of Responsibilities:
• Serve as Portfolio Manager for high net worth families and individuals at the founding office on Sanibel Island, FL.
• Work closely with new business/client advocacy staff to enhance new business and cultivate existing relationships
• Participate in firm-wide presentations across all offices on a regular basis
• In depth wealth planning that incorporates the unique goals and constraints of each client
• Conduct investment research on individual stocks, bonds, and mutual funds
• Monitor global macroeconomic developments
Qualifications:
• The ideal candidate will have at least 15 years of experience building and managing portfolios for high net worth individuals
• Strong history of fostering client relationships and communicating regularly with clients about their investment portfolios
• Background of making asset allocation decisions based on broader economic considerations, and objectives/constraints of the client
• Familiarity with crafting investment policy statements around a client’s unique circumstances
• Experience researching and analyzing individual stocks and bonds
• Experience making public presentations and interacting with the financial media
• Strong public speaking and interpersonal skills
• Knowledge of estate planning and managing trust accounts
• Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and/or MBA desired
Contact: Ian Breusch, Chief Investment Officer – ibreusch@naplestrustcompany.com
Company
The Sanibel Captiva Trust Company is an independent Trust Company whose wealth management services are absolute-return oriented, performance-driven, and adhere to a strict philosophy and investment process. Clients' portfolios are separately managed and individually tailored to each client's risk tolerance, total return goals and cash flow requirements.
- Location
-
1772 Serenity Lane
Sanibel
FL
33957
US
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