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Portfolio Manager Wealth Management

Strategic Trust Portfolio Manager - Client Advisory

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: Mechanics Bank
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
  • Management
    Portfolio Manager, Wealth Management
Job Description & How to Apply Below
An established industry player is seeking a Sr. Trust Portfolio Manager to oversee complex investment portfolios and provide exceptional client advisory services. This role requires a deep understanding of investment management, strong analytical skills, and the ability to cultivate relationships with clients and partners. The ideal candidate will have over seven years of investment experience and a proven track record of meeting long-term performance objectives.

Join a dynamic team where your expertise will drive success and enhance client relationships in a collaborative environment.
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