Senior Vice President / Senior Portfolio Manager

Location
Naples, Florida (US)
Salary
Salary commensurate with experience
Posted
Sep 14, 2021
Closes
Oct 14, 2021
Employment Type
Full Time

The Naples Trust Company

The Naples Trust Company is a division of the Sanibel Captiva Trust Company (SCTC), 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 our office in Naples, 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

• Satisfy compliance requirements across all accounts and relationships

Qualifications:

• The ideal candidate will have 10-15 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

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