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Wealth Portfolio Manager
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 Works closely with customers to monitor investment performance and recommend strategies Responsible for ongoing customer service and joint sales calls with business development staff Required Qualifications Bachelor's Degree 5 or more years of Investments/Analyst experience
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
Works closely with customers to monitor investment performance and recommend strategies
Responsible for ongoing customer service and joint sales calls with business development staff
Required Qualifications
Bachelor's Degree
5 or more years of Investments/Analyst experience