City National Bank · 2 months ago
Trust Portfolio Manager 1
Charleston, WV, US
Full-time
Onsite
Mid Level
3+ years expCity National Bank is a financial institution seeking a Trust Portfolio Manager 1 to assist with the investment function and manage a book of portfolios for assigned relationships. The role involves direct investment activities, client engagement, and support for business development, ensuring adherence to regulatory compliance policies.
Banking
Responsibilities
Direct purchase, sale and redemption of investment securities
Work closely with portfolio managers on asset allocation of client portfolios
Daily monitoring of the Divisions’ approved securities
Support and maintenance of the Divisions’ approved securities lists (equity, mutual fund, exchange traded fund) including preparation for Trust Investment Committee meetings
Perform due diligence on Divisions’ closely held securities lists
Perform annual Reg 9 reviews working with Trust Administrative Officers
Meet with prospective and existing clients to review financial objectives and account
Work closely to support new business development officers with preparation of proposals, including client presentations
Assist Trust Portfolio Managers with special projects as assigned
Adherence to all regulatory compliance policies and procedures
Participates in various community based activities
Qualification
Required
Bachelors degree in related field
Familiarity with a broad range of trust and investment services
Familiarity with overall investment markets
Willingness to attend Trust School
Strong attention to detail
Computer proficiency: Word, Excel, Access, PowerPoint
Excellent communication skills: written and verbal
Familiarity with tax and regulatory issues
Preferred
3-5 years of relevant experience preferred
Company
City National Bank
City has been delivering innovative banking products and supporting its local communities for more than 65 years, proudly serving consumers and businesses in more than 95 locations across West Virginia, Kentucky, Virginia and Ohio.
501-1000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Late StageLeadership Team
Ed Wright
Partner
Guy Johnston
Chief People Officer
Company data provided by crunchbase