More jobs:
Portfolio & Asset Manager
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-01-28
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
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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