Trust Portfolio Senior Manager
Mechanics Bank(4 days ago)
About this role
Mechanics Bank is hiring a Trust Portfolio Senior Manager to oversee investment portfolios and provide advisory services for trust accounts. The role involves client interaction, portfolio management, collaboration with investment teams, and participating in community and business development efforts.
Required Skills
- investment Management
- Client Relations
- Portfolio Management
- Financial Analysis
- Trust Laws
- Investment Research
- Asset Allocation
- Compliance
- Fiduciary Laws
- Financial Advisory
Qualifications
- Bachelors Degree
- 7 years related wealth management experience
- CFA, CFP, CIMA and/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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