Senior Wealth & Portfolio Manager
-
Finance & Banking
Job Description & How to Apply Below
Washington Trust Bank is seeking a seasoned investment professional to partner with the WMAS Investments Team and RMs. The role handles all investment aspects and client inquiries for assigned accounts, including fully managed accounts such as IMAs and IRAs.
The position emphasizes expanding relationships, educating RMs, and ensuring compliance with investment strategies while contributing to strategy discussions and training of portfolio managers.
We would love to welcome a new Senior Wealth & Portfolio Manager to our organisation in Bellevue, , United States.
The position is based in Bellevue, , United States.
This opportunity is part of our work in Finance.
The advertised compensation is 134..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth & Portfolio Manager role in the description above.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction