Senior HNW Portfolio Manager - Fiduciary Client Impact
-
Finance & Banking
Job Description & How to Apply Below
Boutique Recruiting is seeking an experienced High Net Worth Portfolio Manager to oversee client portfolios and fiduciary strategies for high-net-worth clients in Providence, RI. You will develop customized asset allocations, monitor performance, and collaborate with trust officers and tax professionals to support long-term client relationships.
The ideal candidate has 7–15+ years in portfolio management, a bachelor’s degree, and CFP or CFA credentials preferred, with on-site work in Providence
Join us at Boutique Recruiting as our next Senior HNW Portfolio Manager - Fiduciary Client Impact in Providence, RI, United States.
All applications are reviewed carefully by our team.
The position is based in Providence, RI, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 135..
We aim to respond to suitable candidates as soon as possible.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction