About this opportunity
Cypress Bank & Trust lists this Senior Investment Officer - Portfolio Strategy & Growth opportunity in vero beach, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Cypress Bank & Trust in Florida is seeking a Senior Investment Officer/Portfolio Manager to lead investment strategies and fiduciary accounts, collaborating with the Administrative Officer and support staff to deliver tailored solutions for high-net-worth clients. You will analyze markets, determine risk/reward parameters, and work with clients to document and execute objectives.
Ideal candidates have a college degree (CF A/ CFA/ MBA a plus), Series 65 license, and proficiency with Microsoft
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Worksite address
vero beach, FL, 32966, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.