Senior UHNW Trust & Portfolio Manager
Columbia Bank
Columbia Bank is seeking a skilled advisor to lead UHNW client acquisition and portfolio management for family offices in Oregon. You will develop strategic initiatives, leverage networks, and collaborate with internal teams to position the firm as a trusted advisor. You will design customized portfolios, integrate traditional and alternatives, and provide reviews and reporting while coordinating with legal, tax, and estate-planning professionals. #J-18808-Ljbffr Columbia Bank
Vacancy posted 3 days ago
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