Logo
United Bank

Senior Portfolio Manager — Wealth Strategy & Client Growth

United Bank, Olympia, Washington, United States

Save Job

A financial institution in Washington is seeking a Portfolio Manager who excels in wealth management and investment strategies. Responsibilities include managing client portfolios, conducting performance reviews, and preparing proposals. Candidates should possess a bachelor's degree, with a preference for an MBA or advanced finance degree. The role demands strong client relationship management skills, proficiency in analytical tools, and the ability to work collaboratively. Flexibility in hours and a commitment to client success are essential. #J-18808-Ljbffr