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Portfolio Manager III & Senior at Commerce Bank - ApplyBlast

Portfolio Manager III & Senior

Commerce Bank

22 days ago

3.9 on Glassdoor

St. Louis, Missouri, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Portfolio Manager III & Senior manages assigned client portfolios by establishing investment objectives, allocating assets, selecting securities, and providing performance reporting and client service. This role involves collaborating with clients and leadership to ensure investment goals are met while maintaining compliance with firm recommendations. The position requires advanced portfolio management expertise and strong communication skills to support wealth management services.

Responsibilities

Manage assigned client portfolios and establish investment objectives
Provide portfolio reporting and make investment recommendations to clients
Review existing client portfolios to ensure compliance with investment objectives

Skills

Qualifications

Chartered Financial Analyst (CFA)Certified Financial Planner (CFP)

About Commerce Bank

commercebank.com

Headquarters

Kansas City, Missouri, United States

Company Size

1001-5000 employees

Founded

1865

View Profile

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