Wealth Portfolio Manager
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for a Wealth and Investment Portfolio
Manager II.
Key Responsibilities:
Manage medium to large complex portfolios based on client and
corporate investment objectives
Monitor investment performance and recommend strategies in
collaboration with clients
Provide ongoing client service and participate in joint sales calls
with business development staff
Required Qualifications:
Bachelor's Degree
3 or more years of Investments/Analyst experience
Wealth Management client relationship experience (preferred)
Keywords: VirtualVocations, San Diego , Wealth Portfolio Manager, Executive , Vista, California
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