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Senior HNW Portfolio Manager - Private Wealth & Client Lead
Job in
Holland, Lucas County, Ohio, 43528, USA
Listed on 2026-09-07
Listing for:
CFA Institute
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Trust Company Family Offices in Holland, OH seeks an experienced HNW Portfolio Manager / Investment Officer to manage client portfolios and deliver tailored wealth strategies. You will work closely with a collaborative investment team to implement policy-driven, tax-aware solutions for multi-generational wealth and institutions.
The role emphasizes client service, clear communication, and disciplined portfolio construction using approved strategies, external managers, and liquid alternatives.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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