Portfolio Manager
CFA Institute
Bank of America in San Francisco seeks a seasoned investment professional to design discretionary portfolios for high-net-worth clients. You will monitor risk, communicate proactively, and drive client retention through tailored strategies. Role requires 10+ years in investment decision making within wealth management, fiduciary knowledge, and strong relationship skills. Mentors junior staff and collaborates across teams to deliver integrated solutions. #J-18808-Ljbffr
Vacancy posted 2 days ago
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