Wealth Investment Manager & Client Relationships
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Wood Trust Financial Corporation seeks an Investment Management Officer to join our asset management team in Wisconsin. You will support and manage investment and wealth management relationships through disciplined portfolio administration, proactive client service, and a developing understanding of each client's financial circumstances and objectives.
You will work with clients directly, support investment decision-making, and collaborate with investment professionals to grow and deepen client
Join us at Wood Trust Financial Corporation as our next Wealth Investment Manager & Client Relationships in WI, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Investment Manager & Client Relationships role in the description above.
We appreciate your interest in this position.
Join Wood Trust Financial Corporation and contribute to our ongoing work.
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