What are the responsibilities and job description for the Portfolio Manager, Wealth Specialist position at The First National Bank and Trust Company of Newtown?
Overview
The First National Bank and Trust Company of Newtown is dedicated to helping our employees grow in their careers. We offer a variety of opportunities for success and invest in the communities we serve.
We actively encourage our employees to participate in charitable and community events and organizations.
Salary and Benefits
We offer a competitive salary and a comprehensive benefits package that includes paid holidays and vacation days.
Company-provided medical insurance with the potential for the bank to pay 100% of the premium.*
Supplemental dental, medical and vision benefits
Company-paid pension
Education reimbursement
Free banking services
Job Description
The primary function of this role is to manage client portfolios including financial planning, investments, compliance, and problem resolution.
This involves preparing and performing asset reviews for clients and managing portfolios for all types of trusts.
Direct communication with beneficiaries, guardians, attorneys, Attorneys-In-Fact, tax professionals, and others is required.
Adherence to banking regulations and compliance standards is essential, maintaining the highest level of integrity and confidentiality.
Required Skills and Qualifications
Bachelor's degree from a four-year college or university, preferably in Economics, Finance, or Business Administration;
A minimum of seven years related experience and/or training in a financial institution;
Ability to promote high standards of professionalism within the Bank and the community;
Effective communication skills, proficient reading, writing, and grammar skills;
Moderate PC skills, including knowledge of Windows operating systems, Bloomberg, the wealth operating system, internet browsers, wire systems, networking, and software used by the bank.
Certificates, Licenses, Registrations
CFP/CFA certification preferred, including continuing education credits to maintain such certification.
The Bank prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, or any other municipality-specific protected class.
The First National Bank and Trust Company of Newtown is dedicated to helping our employees grow in their careers. We offer a variety of opportunities for success and invest in the communities we serve.
We actively encourage our employees to participate in charitable and community events and organizations.
Salary and Benefits
We offer a competitive salary and a comprehensive benefits package that includes paid holidays and vacation days.
Company-provided medical insurance with the potential for the bank to pay 100% of the premium.*
Supplemental dental, medical and vision benefits
Company-paid pension
Education reimbursement
Free banking services
Job Description
The primary function of this role is to manage client portfolios including financial planning, investments, compliance, and problem resolution.
This involves preparing and performing asset reviews for clients and managing portfolios for all types of trusts.
Direct communication with beneficiaries, guardians, attorneys, Attorneys-In-Fact, tax professionals, and others is required.
Adherence to banking regulations and compliance standards is essential, maintaining the highest level of integrity and confidentiality.
Required Skills and Qualifications
Bachelor's degree from a four-year college or university, preferably in Economics, Finance, or Business Administration;
A minimum of seven years related experience and/or training in a financial institution;
Ability to promote high standards of professionalism within the Bank and the community;
Effective communication skills, proficient reading, writing, and grammar skills;
Moderate PC skills, including knowledge of Windows operating systems, Bloomberg, the wealth operating system, internet browsers, wire systems, networking, and software used by the bank.
Certificates, Licenses, Registrations
CFP/CFA certification preferred, including continuing education credits to maintain such certification.
The Bank prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, or any other municipality-specific protected class.