- Bangor Savings Bank (Portland, ME)
- …the direction and guidelines established by the Chief Investment Officer-WMG, the Senior Portfolio Manager is primarily responsible for maintaining client ... portfolios, and contributing to development of new business. The Senior Portfolio Manager will represent the WMG...as a resource representing our group + Represents the Wealth Management Group and the Bank within… more
- Eastern Bank (Kennebunkport, ME)
- …variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts.** + Identifies and ... from one or more of the Banks' banking and wealth management services including banking services, residential...client accounts. + Oversees set-up of new clients with portfolio on trust accounting system to ensure accuracy of… more