Senior Client Portfolio Manager — Investments & Relationships

L5

washington trust bankBoise, IDyesterday
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.
Apply now
Apply now

Level

SeniorL5

Location

Boise, ID

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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