Senior Director, Wealth & Portfolio Advisory
BBR Partners
BBR Partners is a premier wealth management firm delivering investment and wealth management services to high-net-worth individuals and families. The VP of Portfolio and Wealth Advisory will oversee day-to-day client portfolio management, asset allocation, performance, and trading activity, while liaising with external advisors to deliver integrated services. The role requires 5+ years in a client-centric investment environment, strong teamwork, ethical standards, and an entrepreneurial mindset. #J-18808-Ljbffr BBR Partners
Vacancy posted 3 days ago
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