What are the responsibilities and job description for the Client Portfolio Manager position at The First National Bank and Trust Company of Newtown?
We Are Looking For
A highly motivated and experienced professional to join our team as a Financial Portfolio Director.
This is an exciting opportunity to work with a leading financial institution and contribute to the growth and development of our clients' assets.
Responsibilities
Manage client portfolios, including financial planning, investments, compliance, and problem resolution;
Prepare and perform asset reviews for clients;
Communicate directly with beneficiaries, guardians, attorneys, Attorneys-In-Fact, tax professionals, and others;
Maintain adherence to banking regulations and compliance standards;
Requirements
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;
Knowledge of Windows operating systems, Bloomberg, the wealth operating system, internet browsers, wire systems, networking, and software used by the bank.
A highly motivated and experienced professional to join our team as a Financial Portfolio Director.
This is an exciting opportunity to work with a leading financial institution and contribute to the growth and development of our clients' assets.
Responsibilities
Manage client portfolios, including financial planning, investments, compliance, and problem resolution;
Prepare and perform asset reviews for clients;
Communicate directly with beneficiaries, guardians, attorneys, Attorneys-In-Fact, tax professionals, and others;
Maintain adherence to banking regulations and compliance standards;
Requirements
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;
Knowledge of Windows operating systems, Bloomberg, the wealth operating system, internet browsers, wire systems, networking, and software used by the bank.
