Wealth Management Private Wealth Management Firm jobs in Bachelors
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Found 2 Corporate, California jobs
Besides Business development, candidate will regularly interact with the wealth managers, enabling person to gain insights into client management.
Support Portfolio Managers on portfolios with a combined AUM of $1 billion. Prepare presentation materials, investment research, and trading.
Responsibilities include maintaining a continuing relationship with existing customers to retain their goodwill and to develop additional business.