Portfolio Manager

Location
Columbia, MO
Salary
Competitive compensation, bonus, and benefits package
Posted
17 Jun 2022
Closes
18 Aug 2022
Ref
CTCCOL
Employment Type
Full Time
Education
Bachelors

Who We Are

Central Trust Company is a fast growing wealth management firm serving high net worth individuals, families and institutions.  Central Trust has been a leading provider of asset management services in Missouri since 1948, with offices in St. Louis, Columbia, Kansas City, Jefferson City, Springfield and Lake Ozark.  Central Trust currently manages client assets totaling more than $8.5 billion.

Central Trust is the wealth management division of The Central Trust Bank.  Central Bancompany, our parent, is a privately-held $18 billion Jefferson City, Missouri-based bank holding company with 13 full-service community banks, including Central Bank of Boone County and Central Trust in Columbia, MO.  We have 250 banking locations in 78 communities serving customers in Missouri, Kansas, Illinois, Oklahoma, Tennessee, North Carolina, and Colorado.

Columbia, Missouri was recently was ranked 25th on the list of “50 Best Places to Live in the U.S.”

 

Central Bancompany has made the list of “Best Banks in America” by Forbes Magazine for 11 consecutive years.

Major Duties

  • Manage investment activities of portfolios for high net worth individuals, families and personal trusts.
  • Develop customized investment strategies and construct portfolios to meet client objectives consistent with the firm’s investment strategy.
  • Meet with clients on a regular basis and report on portfolio progress and present recommendations as appropriate.
  • Provide regular updates to clients on economic and market conditions consistent with the firm’s investment outlook.
  • Maintain a high client service level by working closely with Relationship Managers/Trust Officers as a team to meet client needs.
  • Support and serve on standing investment committees responsible for investment strategy as appropriate.
  • Direct participation in the development of new investment business with business development and administrative officers.

Skills and Qualifications

  • Demonstrated knowledge of a broad range of investments across global equities, fixed income, and alternatives.
  • Client-centered focus with demonstrated experience in effective client relationship management.
  • Excellent problem-solving skills and ability to think creatively in meeting client needs.
  • Strong written and verbal communications skills, personal initiative, and a high degree of professionalism.

Education and Experience

  • Minimum of 4+ years of experience in wealth or investment management working with high net worth clients, with 5-7 + years of total experience in financial services.
  • Bachelor’s degree in Finance, Economics or Business Administration preferred.
  • CFA or CFP designation, or progress toward, preferred but not required.

Similar jobs

  • Board Member

    • Spokane, Washington State
    • Volunteer
    • Spokane Employees' Retirement System

Similar jobs

  • Board Member

    • Spokane, Washington State
    • Volunteer
    • Spokane Employees' Retirement System