Isabella Bank · Mount Pleasant, Isabella County · Full-time
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Job Description Job Description Position Title: Trust Portfolio ManagerReports To: Wealth ManagerGeneral Purpose: Manage and oversee client investment portfolios in accordance with each client’s Investment Policy Statement, trust purpose, account objectives, and applicable fiduciary standards. Prepare and present investment recommendations to the Investment Committee and participate in client and prospect meetings.Responsibilities: Retain and manage a book of business consisting primarily of in…