Wealth Portfolio Manager III

Citizens

Greenville, NY

Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We’re looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. A dynamic, industry leader has been appointed as Head of Citizens Private Wealth Managers to oversee the strategy. This individual is leading efforts to attract top-quality wealth managers and their teams from across the U.S. to grow our business. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

The Wealth Portfolio Management Group is responsible for the day-to-day management of client portfolios. The Wealth Portfolio Manager provides portfolio management services for ultra-high-net-worth clients and... More Detail

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