Wealth Portfolio Manager

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)