Senior Client Portfolio Manager — Investments & Relationships
washington trust bankBoise, ID
Senior Client Portfolio Manager — Investments & Relationships
washington trust bankBoise, ID
2 days ago
Occupations
Investment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
Washington Trust Bank in Bellevue, WA or Boise, ID seeks a senior WMAS Investments professional to partner with the Investments Team and RMs, handling investment aspects and client inquiries on assigned accounts.
You will serve as the primary contact for fully managed accounts, support business development, ensure compliance with regulations, and help develop investment strategies and educational materials for clients and team members.
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JOB OVERVIEW
Experience level
Senior
Location
Boise, ID
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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