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Senior Investment Portfolio Manager, Private Wealth
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Jobtailor seeks an experienced Private Wealth Manager in Dallas to lead investment relationships and assets in alignment with client objectives. You will focus on client retention and drive Net Portfolio growth while collaborating with PWM teams.
Ideal candidates have a Bachelor's degree and 10+ years in investment management, with strong knowledge of finance, economics and business, plus excellent communication and relationship skills for presenting strategies to clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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