Wealth Portfolio ManagerVirtualVocations • Oceanside, California, United States
Wealth Portfolio Manager
VirtualVocations • Oceanside, California, United States
1 day ago
Job type
- Full-time
Job description
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 customers
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
Knowledge of related market trends
May have supervisory responsibilities
Create a job alert for this search
Portfolio Manager • Oceanside, California, United States
Related jobs
Wealth Relationship Manager - Poway, CA.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll...Show more
Macy’s is more than just a store.One that’s captured the hearts and minds of America for more than 160 years.A story about innovations and traditions…about inspiring stores and irresistible product...Show more
Ultimate Staffing Services is actively seeking a dedicated and customer-oriented Teller to join their client's team in Temecula.
The ideal candidate will provide top-notch service to customers while...Show more
Private Client Manager, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.Assesses clients' fin...Show more
As the Funding Manager you'll lead, supervise and manage the daily pipeline of loans assigned to the team.You'll provide guidance to staff to assist with expectations, pipeline reviews, and communi...Show more
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.
New York, London, San Francisco, Los Angele...Show more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more 
Location : Murrieta, CA or Sacramento, CA.This position oversees the development, organization, and delivery of high-quality, client-focused proposals and related marketing materials.The Proposal Ma...Show more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more 
AACTE seeks a visionary, mission-driven .If you are a collaborative, forward-thinking leader who combines strong technical and financial expertise with a passion for mission-driven work, please kee...Show more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more 
Are you a licensed Realtor in North County San Diego who’s tired of the income rollercoaster? We’ve built a model that helps Realtors earn.
Build relationships with local property owners...Show more
The Asset Management Associate manages a portfolio of investor loans from the early stages of delinquency, loan workout through the liquidation process.
The Associate will have the opportunity to in...Show more
Portfolio Valuation Analyst - Alternative Investments.As a Portfolio Valuation Analyst - Alternative Investments, you'll play a critical role on our team in supporting our daily valuation process f...Show more
Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis,...Show more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
Wealth Relationship Manager - Poway, CA
Citigroup • Poway, CA, US
Full-time
Last updated: 20 days ago • Promoted
Seasonal Retail Sales and Recovery Associate, Temecula Promenade
Macy’s • Temecula, CA, US
Full-time +1
Last updated: 2 hours ago • Promoted • New!
Teller (temporary)
Ultimate Staffing • Temecula, CA, US
Full-time
Last updated: 18 days ago • Promoted
Wealth & Private Banking Regional Manager
East West Bancorp • Irvine, CA, US
Full-time
Last updated: 30+ days ago • Promoted
Funding Manager
Western Alliance Bancorporation • Irvine, CA, US
Full-time
Last updated: 24 days ago • Promoted
Private Wealth Tax Manager
Baker Tilly Advisory Group, LP • USA, California, Irvine
Full-time
Last updated: 30+ days ago
Remote FP&A Manager – AI Trainer ($50-$60 / hour)
Data Annotation • San Clemente, California
Remote
Full-time +1
Last updated: 6 days ago • Promoted
Remote Financial Analyst - AI Trainer ($50-$60 / hour)
Data Annotation • San Clemente, California
Remote
Full-time +1
Last updated: 6 days ago • Promoted
Remote Equity Research Analyst – AI Trainer ($50-$60 / hour)
Data Annotation • San Clemente, California
Remote
Full-time +1
Last updated: 6 days ago • Promoted
Remote Investment Analyst – AI Trainer ($50-$60 / hour)
Data Annotation • San Clemente, California
Remote
Full-time +1
Last updated: 6 days ago • Promoted
Proposal Manager
W. M. Lyles Co. • Murrieta, CA, US
Full-time
Last updated: 30+ days ago • Promoted
Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)
Data Annotation • Temecula, California
Remote
Full-time +1
Last updated: 6 days ago • Promoted
Chief Financial Officer
InsideHigherEd • All Cities
Full-time
Last updated: 30+ days ago • Promoted
Remote Senior Financial Analyst ($50-$60 / hour)
Data Annotation • San Clemente, California
Remote
Full-time +1
Last updated: 6 days ago • Promoted
Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)
Data Annotation • San Clemente, California
Remote
Full-time +1
Last updated: 6 days ago • Promoted
Portfolio Manager
Raintree Property Management • Carlsbad, CA, US
Full-time
Last updated: 12 days ago • Promoted
Asset Management Associate
Redwood Trust Inc • Irvine, CA, US
Full-time
Last updated: 12 hours ago • Promoted • New!
Portfolio Valuation Analyst-Alternative Investments
Capital Group • Irvine, CA, US
Full-time
Last updated: 30+ days ago • Promoted
Portfolio Risk Manager
Hyundai Capital America • USA, California, Irvine
Full-time
Last updated: 30+ days ago
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data Annotation • Santee, California
Remote
Full-time +1
Last updated: 6 days ago • Promoted