| Type: | Full Time |
|---|
The incumbent provides support to Senior Portfolio Officer(s) with client relationships; assists Portfolio Officer as needed, and works with the trust group and the account managers on the daily administration of accounts. The incumbent studies and researches current market conditions, specific client investments and portfolio strategies and communicate information to clients as necessary. In addition, the Assistant Portfolio Officer may manage assigned client relationships and act as a liaison to the Sales Staff. The incumbent will manage accounts in accordance with terms of the governing instrument or contract, accepted fiduciary principals, investment policies and the needs and the objectives of the client.
The qualified candidate will have a bachelor's degree and at least 2-4 years experience in the investment/fiduciary management industry.
For details, please find job posting:
www.investmentbankcareer.com/iba....php
The qualified candidate will have a bachelor's degree and at least 2-4 years experience in the investment/fiduciary management industry.
For details, please find job posting:
www.investmentbankcareer.com/iba....php
