Wealth Management Senior Portfolio Manager

Senior Portfolio Manager

Function : Working under the direction and guidelines established by the Chief Investment Officer-WMG, the Senior Portfolio Manager is primarily responsible for maintaining client relationships, managing client investment portfolios, and contributing to the development of new business. The Senior Portfolio Manager will represent the WMG and the Bank within their respective market. The Senior Portfolio Manager is a contributing member of 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 :

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.