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Senior Private Wealth Investment Manager
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-08
Listing for:
Citizens Bank
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Citizens Bank is seeking a Private Wealth Investment Manager to lead senior, client-facing investment advisory in the local market. You will help bring in high-net-worth and institutional assets by advising on investment solutions and maintaining strong client relationships.
In this role you will complete investment policy statements, communicate market updates, review performance, and recommend strategies to meet client goals, while ensuring fiduciary standards and personalized service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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