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Senior Wealth Portfolio Manager | Client-Focused Investing

Job in Washington, District of Columbia, 20022, USA
Listing for: United Bank
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A financial institution in Washington is seeking a Portfolio Manager to enhance wealth management services. The ideal candidate will have extensive investment expertise, a strong focus on client relationships, and a proven track record in portfolio management. Responsibilities include client meetings and investment performance analysis, alongside a collaborative team environment. This full-time role requires a Bachelor’s degree, preferably an MBA, and 5+ years of experience in investment management.

Proficiency in financial tools is essential, along with exceptional communication abilities.
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Position Requirements
10+ Years work experience
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