Upvote
Downvote
Wealth Management Portfolio Manager
Share Job
- Suggest Revision
Full-time
- As a member of the Simmons Bank Wealth Management team, this individual works within a fee-only, fiduciary standard of care environment to develop and grow meaningful relationships by providing personalized investment service for high-net-worth individuals, families, and institutions.
- Serve as a trusted advisor for high-net-worth individuals, families, and institutions, providing service tailored to each client's specific financial objectives
- Provide ongoing client communication and work collaboratively with other members of our wealth management and banking teams to ensure an excellent client experience
- Participate in the development and management of Simmons Bank Wealth Management's proprietary equity and fixed income strategies along with our multi-asset investment solutions
- Stay informed of the current economic environment, and maintain awareness of regulations, fiduciary law, and tax law
Active Job
Updated TodaySimilar Job
Relevance
Active