Senior Portfolio Strategist - Wealth Client Partner

A leading financial institution is seeking a Senior Portfolio Strategist to manage high net worth clients and drive portfolio strategies. This role will serve as the primary investment relationship manager, ensuring compliance and enhancing client retention. Candidates should have 8 years of experience in investment services and strong communication skills. A Bachelor’s degree is required, and CFP or CFA designation is preferred. This position offers competitive benefits and opportunities for leadership. #J-18808-Ljbffr