Senior Investment Specialist - Wealth & Fiduciary Strategy
jt business consultingTaghkanic, NY
Senior Investment Specialist - Wealth & Fiduciary Strategy
L5
jt business consultingTaghkanic, NY2 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesJ&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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