Wealth Portfolio Manager

Job is Expired

Location: Remote

Compensation: To Be Discussed

Reviewed: Wed, Apr 30, 2025

Job Category: Financial

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Some College, Bachelors

Job Summary

A company is looking for a Wealth and Investment Portfolio Manager III.

Key Responsibilities

Manages medium/large and complex portfolios based on client and corporate investment objectives
Monitors investment performance and recommends strategies to clients
Provides ongoing customer service and collaborates with business development staff on joint sales calls

Required Qualifications

Bachelor's Degree
5 or more years of Investments/Analyst experience
Ability to stay current on market trends
Potential supervisory responsibilities
Flexibility to perform other assigned duties

COMPLETE JOB DESCRIPTION

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Job is Expired

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