HNW Portfolio Manager

Job description

Job Description Job Description Sr/PM Job Summary Join a high performing, client centric, down-to-earth team with a growing $7B high net worth cross border wealth management firm. As a Sr/Portfolio Manager you will be part of a holistic planning, tax and investment team serving U/HNW $5-50M cross border clients. With a conservative long-term investment philosophy you are identifying the portfolio most closely aligned with the clients’ goals and developing a plan to smoothly transfer assets. Thi…

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