Trust Portfolio Manager 1

Job overview

The Trust Portfolio Manager 1 role is onsite in Staunton, VA. Compensation is not specified. The role supports City National Bank’s trust investment function and its commitment to customer service.

What you'll do

• Work with portfolio managers to execute investment programs for assigned relationships within investment policy guidelines
• direct purchases, sales, and redemptions of securities
• monitor approved securities
• maintain approved securities lists and prepare for Trust Investment Committee meetings
• conduct due diligence and annual Regulation 9 reviews
• meet with prospective and existing clients
• support business development proposals and presentations
• and follow regulatory compliance policies.

What we're looking for

Skills & competencies

trust portfolio manager 1

portfolio management

trust investments

investment securities

asset allocation

client relationships

regulation 9 reviews

monday–friday

staunton va

city national bank of wv

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, paid parental leave, medical, dental, and vision coverage, 401(k) match, training, and professional development.

Why this role

A bachelor’s degree in a related field and familiarity with trust and investment services and investment markets are listed; 3–5 years of relevant experience is preferred. Overnight travel may be necessary on a limited basis. The schedule is Monday through Friday.

About the employer

City National Bank of WV is hiring for this role. Industry: Commercial Banking. Sector: 52.