Strategic Portfolio Leader

3 weeks ago


CO United States First Western Trust Full time

Job Summary: First Western Trust is seeking an experienced professional to fill the role of Strategic Portfolio Leader. As a key member of our team, you will be responsible for managing and overseeing our investment portfolios. Key responsibilities include:

Key Responsibilities:

  • Manage and oversee investment portfolios to ensure optimal performance and growth
  • Develop and implement investment strategies to meet client objectives
  • Collaborate with cross-functional teams to identify and pursue new business opportunities
  • Provide exceptional client service and support to ensure client satisfaction and loyalty

Requirements:

  • Minimum 10 years of experience in investment management or a related field
  • Proven track record of success in managing and growing investment portfolios
  • Strong analytical and problem-solving skills, with the ability to think critically and strategically
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues


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