Apply on Employer Site

Cypress Bank & Trust · 1 week ago

Senior Portfolio Manager, SVP

Palm Beach, FL

Full-time

Onsite

Lead/Staff

Cypress Bank & Trust is a Florida Chartered boutique corporate fiduciary that transitioned to a bank and trust company in 2021. They are seeking a Senior Portfolio Manager responsible for managing client investment portfolios, conducting market analysis, and ensuring compliance with regulations while providing high-touch service to clients.

AdviceBankingCommercial LendingFinanceFinancial ServicesLending

Responsibilities

Assumes lead, joint or secondary role as needed in relationship team to fulfill the corporate philosophy of providing high-touch team service to clients

Client asset management, including development, monitoring, and maintenance of investor profile, asset allocation and investment portfolios, including trading documentation, and client files

Participate in providing superior client service through periodic client meetings, communications, responsiveness, and accuracy of information being supplied to the client including performance reviews, confirm objectives and document any changes to their investment objectives

Initiates and participates in business development activities including meeting with current/prospective clients to present proposals and deliver the investment offering

Attend company sponsor events and being a company representative at other outside events

Completes Reg-9 investment reviews and participates in the preparation of administrative reviews

Actively serves as voting member of the Investment Committee

Researches and analyzes economic, market, industry and company trends

Complies with Company policies and procedures as well as SEC and State of Florida rules and regulations

General understanding of the various fiduciary account characteristics

Participates on various committees as assigned

Performs other related duties as assigned by management

Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records, and maintaining appropriate records

Adheres to Bank’s policies and procedures and all Federal and State laws and regulations

Qualification

Investment ManagementClient Relationship ManagementEconomic AnalysisSeries 65Trust Accounting SoftwareMicrosoft Office SuiteChartered Financial AnalystCertified Financial PlannerBusiness DevelopmentTeam CollaborationCommunication SkillsProblem Solving