Wealth Portfolio Manager

Job is Expired

Location: Remote

Compensation: To Be Discussed

Reviewed: Wed, May 14, 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 II.

Key Responsibilities:

Manage medium to large complex portfolios based on client and corporate investment objectives
Monitor investment performance and recommend strategies in collaboration with clients
Provide ongoing client service and participate in joint sales calls with business development staff

Required Qualifications:

Bachelor's Degree
3 or more years of Investments/Analyst experience
Wealth Management client relationship experience (preferred)

COMPLETE JOB DESCRIPTION

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Job is Expired

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