Strategic Trust Portfolio Manager - Client AdvisoryDavita Inc. • Walnut Creek, CA, United States
Strategic Trust Portfolio Manager - Client Advisory
Davita Inc. • Walnut Creek, CA, United States
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[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
An established industry player is seeking a Sr. Trust Portfolio Manager to oversee investment portfolios and provide advisory services. This role emphasizes collaboration with internal teams and maintaining client relationships, ensuring compliance with investment policies. The ideal candidate will have extensive investment experience, strong analytical skills, and a commitment to delivering exceptional customer service. Join a forward-thinking firm that values teamwork and professional growth, and make a significant impact in the financial sector.
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Portfolio Manager • Walnut Creek, CA, United States
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