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Portfolio & Asset Manager

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: TradeJobsWorkForce
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
  • Management
    Portfolio Manager, Wealth Management
Job Description & How to Apply Below
Position: Portfolio Growth & Asset Manager
A financial services firm in San Jose is seeking an Asset Manager responsible for managing client assets per investment goals and preferences. You will meet clients to assess their asset needs and prepare financial reports. The ideal candidate will have experience in developing client portfolios and coordinating with third parties while fostering strong relationships with clients. Knowledge of market trends to optimize profits and ensure legal compliance is essential.
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