Wealth Management Portfolio Manager

Portfolio Manager

Working under the direction and guidelines established by the Chief Investment Officer-WMG, the Portfolio Manager is primarily responsible for managing client investment portfolios, maintaining client relationships, and contributing to development of new business. The position also sits on the Trust Investment Committee, performing investment research and making recommendations for use with managed investment portfolios.

Accountabilities

Investment Management

• Performs research and analysis on equity, fixed income and mutual fund securities utilizing fundamental, technical and quantitative data.
• Oversees dissemination of pertinent reports and information on current and prospective investments to investment management team.
• Presents recommendations on new and existing investments to Investment Committee for review and approval.

Client / Relationship Management

System Management / Compliance

Business Development

General

Knowledge / Skills / Experience

Physical Demands / Conditions Requirements

External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.

At Bangor Savings, we understand the importance of continuing to nurture an internal culture of excellence for each of our employees. We offer internal and external training to assist our employees in realizing their career aspirations including internships, lateral training, management training, and tuition reimbursement. We also offer a unique set of benefits designed to support our employees in living their best life and achieving their goals. Our holistic health and wellness programs allows each employee to customize their approach to well-being. And our pay, rewards, recognition, and incentive programs ensure that they are well-compensated for a job well-done.

Bangor Savings Bank provides equal employment opportunities to all applicants and employees without regard to race, color, religion, gender, sexual orientation, age, national origin or any other class protected under state or federal law and affirmatively seeks to advance the principals of equal employment opportunity. In addition, the Bank is committed to providing equal employment opportunities to qualified persons with disability, veterans, and / or disabled veterans.

Bangor Savings Bank does provide workers compensation coverage for employees injured on the job. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.