What are the responsibilities and job description for the Portfolio Management Specialist position at Westport One?
About Westport One:
Westport One is committed to hiring the best talent to join our team as a Senior Trust Officer.
Key Responsibilities:
- Collaborate with the retail bank and centers of influence to drive growth in trust and wealth management
- Develop and implement strategies to enhance client relationships and attract new business
- Contribute to a team-based approach to identifying opportunities for growth and development
Requirements:
- Fiduciary background and excellent understanding of customer service principles
- Strong communication and interpersonal skills
- Able to work effectively in a collaborative environment
Benefits of Working with Us:
- Dynamic team environment with opportunities for growth and development
- Comprehensive training and support program for achieving FINRA licensing
- Competitive compensation package that recognizes individual and team achievements
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