ABOUT THE ROLE:

Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve theobjectivesof a significant volume of client accountsand/or relationships. Delivers an exceptional client experience while achieving sales and retention goals.As the Portfolio Manager, primary functionsinclude investment management, clientserviceand support of new business efforts. Client interactions aregenerally limitedto phone,videoand e-mail interactions.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Client Development:Develop satisfied clients and new sources of asset management revenue through frequent contactwithrelationships,generally oflow to medium complexity and size.

• Business Collaboration:Work withbusinesspartnersandparticipatein One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable.

• Investment Planning:Consult with clients and advisors to develop investmentobjectivesand implement a suitable investment plan,maintainingan Investment Policy Statement(IPS)for each client relationship.

• Proposal Presentation:Meet with prospects and clients, preparing and presenting proposals for investment management.

• Account AdministrationCoordination:Work with Trustand/orAccount Officers to learn the intentions of the trust, IRA, oragency agreement andidentifythe mostappropriate investmentpolicy toaccomplishclientobjectives.

• Portfolio Management:Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client.

• Team Engagement:Regularly engage withpeers andbusiness partnersto ensure effective communicationregardingclientobjectivesand coordination ofportfolio changes.

• Market Awareness:Maintainawareness of new investment strategies,techniquesand products through regular contact with other industry professionals and through internal and external research.

• Trend Analysis:Keep informed of market trends and analyze the effect of these trends onclients92investment portfolios.

• Policy Compliance:Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

• Other Duties:Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team92s and the company92s mission.

MINIMUM REQUIREMENTS:

• Bachelor92sdegree;amajor in Finance, Accounting, Economics, or Business Administration preferred.

• Three or more years ofprofessionalexperience;money management, investment research or financial services experiencepreferred.

REQUIRED SKILLS:

Qualified candidates willpossessa moderate degree ofproficiency(typically from 3+ years of work or practical experience), in:

• Communication:Strong interpersonal,writtenand verbal communication skills, and presentation skills.

• Problem Solving & Analytical Thinking:Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions.

• Strategy Knowledge:General knowledgeof the firm92s investment strategies, products, and portfolio construction methodologies.

• Software Proficiency:Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot.

SKILLS FOR SUCCESS:

Qualified candidates willpossessa moderate degree ofproficiency(typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to:

• Client Experience:Delivers an exceptional client experience while achieving sales and retention goals.

• Team Collaboration:Works effectively with internal and external partners to achieve shared goals and support client needs.

• Organization:Demonstratesexceptional organizational skills to manage multiple client accounts and priorities efficiently.

• Adaptability:Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach.

DOING THE RIGHT THING: