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Job overview The Senior Portfolio Manager position necessitates a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Senior Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The perfect applicant will have e...
Position description 13; The Senior Portfolio Manager job requires a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Senior Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The ideal candidate will have ...