Commerce Bank

Portfolio Manager - Commerce Trust

Commerce Bank(2 months ago)

Columbia, MO, MissouriOnsiteFull TimeMedior$80,000 - $121,000Wealth Management
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About this role

A Portfolio Manager I at Commerce Trust (a division of Commerce Bank) works within the firm’s wealth management practice supporting the delivery of fiduciary advisory services to ultra-high net worth clients. The role sits in a collaborative team focused on investment management, trust administration, and comprehensive wealth solutions.

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Required Skills

  • Portfolio Management
  • Investment Analysis
  • Client Reporting
  • Investment Recommendations
  • Financial Planning
  • Trust Administration
  • Business Development
  • Communication
  • Microsoft Excel
  • Compliance

Qualifications

  • Bachelor's Degree
  • CFA
  • CFP
  • Valid Driver's License
Commerce Bank

About Commerce Bank

commercebank.com

Commerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.

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