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Trust Portfolio Manager I, II Or III - Or Atlanta
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- Develops a base of managed accounts and follows prescribed stock selection and asset allocation strategy.
- Assists portfolio management team in research and monitoring of investment strategies.
- Meets with owners of assigned investment accounts regarding objectives and status; develops relationship and rapport with the client and the relationship manager.
- Minimum Education: Bachelor's degree in Finance, Accounting, Business Administration or a related field
- Ability to understand trust and tax law
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