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Senior Wealth Portfolio Manager – UHNW Client Strategy
Job in
Forsyth, Taney County, Missouri, 65653, USA
Listed on 2026-03-10
Listing for:
Bank of America
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A prominent financial institution is seeking an experienced investment professional in Forsyth, Missouri. The role involves creating customized investment strategies for high-net-worth clients, managing their portfolios, and ensuring compliance with fiduciary standards. Candidates should have at least 10 years of related experience along with strong client management skills. This position offers opportunities to mentor and drive business development within an inclusive workplace culture.
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Position Requirements
10+ Years
work experience
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