washington trust bankBoise, ID
Senior Client Portfolio Manager — Investments & Relationships
Senior Client Portfolio Manager — Investments & Relationships
Senior Client Portfolio Manager — Investments & Relationships
washington trust bankBoise, ID
today
Investment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Apply for this role →Washington Trust Bank in Bellevue, WA or Boise, ID seeks a senior WMAS Investments professional to partner with the Investments Team and RMs, handling investment aspects and client inquiries on assigned accounts.
You will serve as the primary contact for fully managed accounts, support business development, ensure compliance with regulations, and help develop investment strategies and educational materials for clients and team members.
Also on the board Same function, level within a rung
Level
Senior
Location
Boise, ID
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today