Trust Portfolio Manager

Company Name:
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.

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