Wealth & Investment Portfolio Manager III
HybridBirmingham, Michigan, United States
Birmingham, Michigan, United StatesHybridFull TimeMid LevelBachelors DegreeEnterprise
Full TimeMid LevelBachelors DegreeEnterprise
Job Summary
Wealth & Investment Portfolio Manager III responsible for managing medium/large and complex portfolios aligned with client and corporate investment objectives; partner with clients to monitor investment performance and recommend strategies; provide ongoing customer service and conduct joint sales calls with business development staff; stay current on market trends; may have supervisory responsibilities; role requires advisory and relationship-management skills within a financial-services environment.
Required Qualifications
- Bachelor's Degree
- 5+ years of Investments/Analyst experience
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.