Senior Client Portfolio Manager — Investments & Relationships
washington trust bankBoise, ID
Senior Client Portfolio Manager — Investments & Relationships
L5
washington trust bankBoise, IDyesterday
Occupations
Investment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesWashington 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
Level
SeniorL5
Location
Boise, ID
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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