[Close] 

Trust Portfolio Manager

Company Name:
DGAGroup
Portfolio Manager Michigan
Generates and maintains Investment and/or Trust revenues and ensures customer satisfaction and retention by analyzing Investment and/or Trust objectives, developing complex portfolios utilizing Investment and/or Trust policy, research and department recommendations; and consistently reviewing accounts on a regular basis. Provides ongoing, proactive communication to client consistent with segment strategy. Expands revenues by proactively interacting with customers to identify broad range of needs and sell appropriate products to both existing and new customers, working with other specialists and segments as necessary. Reviews accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations. Works on projects as requested and assists Director and/or Managing Director as needed. Keeps informed of capital markets, trends, and Investment and/or Trust topics to provide direction to both clients and employees.
Skill In:
Investment concepts, practices. Financial markets and products.
Principles of estate planning, trusts and securities industry operations.
Educational/Previous Experience Recommendations:
Bachelors Degree (B.A.) in Finance, Business, Accounting or a related discipline and a minimum of 5 years of experience in Investments.

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Aluminum Technical Product Manager
Traverse City, MI ITW Welding