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Senior UHNW Trust & Portfolio Manager
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-08-07
Listing for:
Columbia Bank
Full Time
position Listed on 2026-08-07
Job specializations:
-
Management
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Columbia Bank is seeking a skilled advisor to lead UHNW client acquisition and portfolio management for family offices in Oregon. You will develop strategic initiatives, leverage networks, and collaborate with internal teams to position the firm as a trusted advisor.
You will design customized portfolios, integrate traditional and alternatives, and provide reviews and reporting while coordinating with legal, tax, and estate-planning professionals.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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