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United Community

Wealth Management Senior Portfolio Manager

Columbia, TN, USPosted 6 days ago
Full-timeonsite

Job Description

The Wealth Management Senior Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings. 
Wealth Management Senior Portfolio Manager at United Community | Renata