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Strategic Asset Manager for Client Portfolios
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-03-01
Listing for:
TradeJobsWorkForce
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A financial services firm based in Rochester, NY is seeking an experienced Asset Manager to oversee client assets and prepare detailed financial reports. The role involves meeting clients to assess their investment goals and managing their portfolios while ensuring compliance and fostering strong client relationships. The ideal candidate should possess strong analytical and communication skills, along with a background in asset management.
This position offers the opportunity to contribute to financial strategies and client satisfaction in a dynamic environment.
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