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Wealth Management Portfolio Manager

Strategic Asset & Portfolio Manager

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: TradeJobsWorkForce
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A financial services company based in San Francisco is looking for an Asset Manager to oversee client assets according to investment goals. The candidate will conduct meetings with clients, assess their needs, and prepare important financial documentation. Responsibilities include maintaining client portfolios, reviewing market trends, supervising staff, and ensuring compliance with legal regulations. This role requires strong interpersonal skills for fostering client relationships and excellent analytical abilities for financial assessments.
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