Job Description

Central Trust Company is a fast growing wealth management company serving high net worth individuals, families and institutions. Central Trust has been a leading provider of asset management services in Missouri since 1948, with offices in St. Louis, Springfield, Columbia, Kansas City, Jefferson City, and Lake Ozark. Central Trust currently manages client assets totaling more than $8.5 billion. Central Trust is the wealth management division of The Central Trust Bank. Central Bancompany, our parent company, is a privately-held $18 billion, Missouri-based bank holding company with 13 full-service community banks, including Central Bank of Boone County and Central Trust in Columbia, MO. We have more than 250 banking locations in 78 communities serving consumers and businesses in Missouri, Kansas, Illinois, Oklahoma, Tennessee, North Carolina, Florida, and Colorado. Central Bancompany has made the list of “Best Banks in America” by Forbes Magazine for 11 consecutive years.

As a Portfolio Manager, you will manage, trade and monitor investment portfolios for high net worth clients designed to achieve specific investor goals consistent with the firm’s investment philosophy and strategies. You will develop customized investment programs to meet client objectives. The Portfolio Manager will perform a high level of client service and participate in new business development opportunities.

  • Manage investment activities of portfolios for high net worth individuals, families and personal trusts.
  • Develop customized investment strategies and construct portfolios to meet client objectives consistent with the firm’s investment strategy.
  • Meet with clients on a regular basis and report on portfolio progress and present recommendations as appropriate.
  • Provide regular updates to clients on economic and market conditions consistent with the firm’s investment outlook.
  • Maintain a high client service level by working closely with Relationship Managers/Trust Officers as a team to meet client needs.
  • Support and serve on standing investment committees responsible for investment strategy as appropriate.
  • Direct participation in the development of new investment business with business development and administrative officers.

 

Requirements

  • Minimum of 4+ years of experience in wealth or investment management working with high net worth clients, with 5+ years of total experience in financial services.
  • Bachelor’s degree in Finance, Economics or Business Administration preferred.
  • CFA or CFP designation, or progress toward, preferred but not required.
  • Demonstrated knowledge of a broad range of investments across global equities, fixed income, and alternatives.
  • Client-centered focus with demonstrated experience in effective client relationship management.
  • Excellent problem-solving skills and ability to think creatively in meeting client needs.
  • Strong written and verbal communications skills, personal initiative, and a high degree of professionalism.

Position Type

Full Time – Regular

Location

Columbia Trust Office

Work Hours

M-F 8:00 a.m. to 5:00 p.m.

Standard Hours

40

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