This position has been filled.
The Commerce Trust Company has operated for over 100 years as a trust company and leading source of tailored asset management, creative private banking and comprehensive trust services for individuals, families, corporate executives and business owners. In addition, the Commerce Trust Company client serves a variety of institutional clients with customized investment programs, as well as sole-source solutions for all of their financial needs. Total client assets are approximately $30 billion. As a division of a bank holding company, The Commerce Trust Company is among the Midwest’s largest banking organizations, and has a history of financial stability and strong commitment to the communities it serves.
The successful candidate will be based in St. Louis and will be responsible for the management of assigned portfolios for key Family Office clientele, including establishment of investment objectives, asset allocation, selection of specific investments, investment performance reporting, and client service. Participates regularly in new business development opportunities, and selectively involved with strategy and/or policy-making committees, and operates within Investment Policy Committee guidelines.
- BS/BA required; an MBA from a recognized college or university is preferred.
- At least twenty years of related portfolio management/analysis experience is required.
- Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation is strongly preferred.