Base: $165,000.00 - $220,000.00; bonus/equity: up ...
Investment portfolio management
Client relationship management
Investment research and due diligence
The Trust Portfolio Senior Manager will manage complex investment portfolios and serve as the primary client contact. This role involves collaborating with the investment team and participating in new business efforts. Mechanics Bank offers a comprehensive benefits package to support employees' well-being and professional growth
Job Summary
The Trust Portfolio Senior Manager will manage complex investment portfolios and serve as the primary client contact. This role involves collaborating with the investment team and participating in new business efforts. Mechanics Bank offers a comprehensive benefits package to support employees' well-being and professional growth.
Matching Summary
The Trust Portfolio Senior Manager will manage complex investment portfolios and serve as the primary client contact. This role involves collaborating with the investment team and participating in new business efforts. Mechanics Bank offers a comprehensive benefits package to support employees' well-being and professional growth.
Salary
Base: $165,000.00 - $220,000.00; Bonus/Equity: Up to 20%; Benefits: Comprehensive employee benefits program
Skills & Requirements
Must-have
Investment portfolio management
Client relationship management
Investment research and due diligence
Nice-to-have
Excellent communication and writing skills
Strong analytical and problem-solving skills
Teamwork and collaboration
Key Requirements
7 years related wealth management experience
CFA, CFP, CIMA and/or MBA preferred
In-depth understanding of investment management theory