Wealth Portfolio Strategist
plainscapitalAustin, TX
Wealth Portfolio Strategist
L6
plainscapitalAustin, TX6 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesPlains Capital Bank is seeking a Wealth Portfolio Manager in Austin, TX to oversee day-to-day investments for a select group of affluent clients, families, and institutions, applying approved strategies, asset allocations, and model portfolios established by the Investment Policy Committee and Chief Investment Officer. You will monitor, rebalance, implement tax strategies, and communicate performance and market outlook to clients and internal stakeholders, while participating in meetings and
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Level
LeadL6
Location
Austin, TX
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
6 days ago
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