Wealth Portfolio Manager
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 in collaboration with clients
- Provides ongoing customer service and participates in joint sales calls with business development staff
Required Qualifications
- Bachelor's Degree
- 5 or more years of Investments/Analyst experience
COMPLETE JOB DESCRIPTION
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