Wealth Portfolio ManagerVirtualVocations • Oakland, California, United States
Wealth Portfolio Manager
VirtualVocations • Oakland, California, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.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 clients
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
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