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Senior Investment Specialist - Wealth & Fiduciary Strategy

L5

jt business consultingTaghkanic, NY2 days ago
J&T Business Consulting in Granger, United States, invites an experienced Senior Investment Specialist to join as Vice President – Portfolio Manager. You will oversee discretionary portfolios for high-net-worth clients, building tailored asset-management strategies while maintaining fiduciary integrity across Trust and Wealth Advisory accounts. The role blends advanced portfolio construction with advisory leadership, communicating complex market dynamics to clients, internal advisors, and
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Level

SeniorL5

Location

Taghkanic, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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