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Portfolio Manager Wealth Management

Client Portfolio & Asset Management Lead

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Syntricate Technologies
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Client Portfolio Manager to manage client assets and develop investment strategies. This role includes meeting clients to evaluate their needs, preparing financial reports, and studying market trends to identify investment opportunities. Ideal candidates should have a strong background in finance and experience managing client portfolios. Located in Richmond, Virginia.
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