Strategic Trust Portfolio Manager
Mechanics Bank
A community-focused financial institution in California is seeking a Trust Portfolio Senior Manager to deliver investment advisory services and manage investment portfolios. This role involves collaboration with investment teams and setting Investment Policy Statements for clients. Ideal candidates will have 7 years of wealth management experience and strong analytical and communication skills. A Bachelor’s degree is preferred along with CFA or similar qualifications. Attractive benefits and competitive salary offered. #J-18808-Ljbffr
Vacancy posted 1 day ago
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