Senior Client Portfolio Manager — NYC Onsite, Equity
Vise
A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role involves understanding client goals, delivering tailored portfolio proposals, and working closely with cross-functional teams to enhance investment strategies. Ideal candidates will have over 5 years of experience in wealth management and strong communication skills. Competitive salary and benefits offered, with a focus on work-life balance.#J-18808-Ljbffr
Vacancy posted 3 hours ago
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