Upvote
Downvote
KPB WS Portfolio Analyst
Share Job
- Suggest Revision
- Visa sponsorship provided: No
- Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations.
- Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers.
- This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.
- Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
Active Job
Updated TodaySimilar Job
Relevance
Active