About 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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