Portfolio Manager
- Employer
- The Naples Trust Company, a division of The Sanibel Captiva Trust Company
- Location
- Naples, Florida
- Salary
- Competitive salary and discretionary bonus plan. Generous benefit package.
- Closing date
- Feb 20, 2025
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- Job Function
- Investment Advisor/Consultant, Portfolio Management: Multi-Asset, Relationship Management, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Employment Type
- Full Time
- Education
- Bachelors
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The Portfolio Manager coordinates the investment delivery for clients. Asset allocation, investment selection and fulfillment decisions are made in conjunction with a client’s unique goals and constraints.
Summary of Responsibilities:
- Monitor global macroeconomic and capital market developments and have an ability to explain complex information to clients and colleagues
- Build and manage portfolios for clients based on their unique goals and constraints, within the confines of our investment philosophy and approach
- Work closely with colleagues to enhance new business and cultivate existing relationships. Support the investment research process for individual stocks, bonds, and other investments (mutual funds and exchange traded funds)
- Participate in public presentations on a regular basis
- Satisfy ongoing compliance requirements across all accounts and relationships
- Maintain a working knowledge and understanding of trust accounting principles
- Maintain technical ability across necessary software programs including trading, trust accounting and management software, as well as word processing and spreadsheet programs
- Maintain relationships with clients via regular periodic communication and personal social engagement
- Attend corporate events, social gatherings, and other events necessary for cultivating prospective client relationships
- Consider financial planning needs and coordinate necessary team members for assistance
Qualifications & Experience:
- 5-10 years of experience managing portfolios for high-net-worth clients
- Understanding of concepts, principles, and practices of fiduciary law
- Strong public speaking and interpersonal skills
- Bachelor’s degree required
- CFA, CFP, CPA, MBA, or commensurate professional accreditations preferred
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