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Portfolio Manager Wealth Management

Strategic Trust Portfolio Manager - Client Advisory

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Davita Inc.
Full Time position
Listed on 2025-12-08
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Job Description & How to Apply Below
An established industry player is seeking a Sr. Trust Portfolio Manager to oversee investment portfolios and provide advisory services. This role emphasizes collaboration with internal teams and maintaining client relationships, ensuring compliance with investment policies. The ideal candidate will have extensive investment experience, strong analytical skills, and a commitment to delivering exceptional customer service. Join a forward-thinking firm that values teamwork and professional growth, and make a significant impact in the financial sector.
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