Senior Vice President / Senior Portfolio Manager

Expiring today

Location
Sanibel, Florida
Salary
Competitive compensation and benefits package
Posted
Oct 19, 2018
Closes
Nov 18, 2018
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

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.

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