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

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