Trust Portfolio Senior Manager
Mechanics Bank(4 days ago)
About this role
Mechanics Bank is seeking a Trust Portfolio Senior Manager to oversee complex trust portfolios, provide investment advisory services, and support business development efforts. The role involves engaging with clients, managing investment strategies, and collaborating with teams to ensure compliance and optimal portfolio performance.
Required Skills
- Investment Management
- Portfolio Management
- Financial Analysis
- Trust Laws
- Client Relations
- Fiduciary
- Research
- Compliance
- Asset Allocation
- Market Commentary
Qualifications
- Bachelors Degree
- 7 years related experience
- CFA, CFP, CIMA or MBA
About Mechanics Bank
mymechanics.comThere’s always a better way to bank. Let's find yours. As a full-service, independent community bank, we have the freedom to make decisions that are in the best interest of our customers and our neighbors. We offer personal and business banking solutions to make you say "That's Better".
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