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Portfolio Assistant Manager: Client-Focused & Impact

Job in Salisbury, Rowan County, North Carolina, 28147, USA
Listing for: Argentis Financial Planning Limited
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Portfolio Assistant Manager: Client-Focused Growth & Impact

Argentis Financial Planning Limited in Salisbury is looking for an Investment Manager to monitor client portfolios and ensure alignment with financial objectives. You'll work closely with Senior Investment Managers, providing exceptional client service and managing relationships with existing and potential clients.

The ideal candidate will have a degree-level qualification or equivalent experience, strong knowledge of the investment market, and excellent communication skills. Other benefits include private medical care, paid birthday leave, and support for further qualifications.

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