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Summary: Support the relationship management of various Trust & Wealth Management Clientele by administering various Investment related accounts.
Responsibilities: Create and manage investment allocations for Trust & Wealth Management Clients; manage investment portfolios. Partake in aggressive external business development efforts.
Requirements: Aptitude for Financial Services. Excellent communication and organizational skills. Prior experience in a Trust, Investment or Financial related industry or CFA or CFP designations or a Bachelor's degree in Business Administration or Finance are strongly preferred.
Location: El Paso, TX or Las Cruces, NM
Must be able to pass a credit, background and reference check.
First American Bank is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.
Full Time
Banking
$82k-115k (estimate)
07/21/2023
07/17/2024
1934.bank
FORT DODGE, IA
200 - 500
1982
TOM SCHNURR
$50M - $200M
Banking
The job skills required for Portfolio Manager include Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Manager positions, which can be used as a reference in future career path planning. As a Portfolio Manager, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager. You can explore the career advancement for a Portfolio Manager below and select your interested title to get hiring information.