Upvote
Downvote
Sr. Portfolio Manager
Share Job
- Suggest Revision
Full-time
- Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts.
- Primary functions include investment management, client service and support of new business efforts.
- Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity.
- Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.
- Interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives.
Active Job
Updated 1 month agoSimilar Job
Relevance
Active