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Wealth Portfolio Manager/Relationship Manager
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2025-12-02
Listing for:
Allegiance Management Group
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Wealth Portfolio Manager/Relationship Manager
- To monitor and assess the financial condition of a variety of individuals and businesses, including their income, expenditure, and commitments.
- Conduct financial analysis and provide suggestions for financial strategies and plans to assist customers in achieving their financial goals by maximising and protecting their wealth using a variety of financial, investment, and risk management solutions.
- To satisfy clients’ financial requirements, limits, and ambitions by providing competent financial planning and investment advising services.
- To create and manage allocated investment portfolios, as well as to ensure that the funds perform properly.
- Maintain current knowledge of economic developments, domestic and foreign bond markets, customer requests, and competitor products.
- To actively engage clients and create strong professional relationships by providing high-touch client care and keeping them informed of any financial changes, with the goal of assisting clients in making the best financial planning decisions possible.
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