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Wealth Portfolio Manager
VirtualVocationsCorona, California, United States3 days 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
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Portfolio Manager • Corona, California, United States
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