First Citizens
Senior Portfolio Strategist | Wealth Client Growth
First Citizens, Greenville, South Carolina, us, 29610
A finance company in South Carolina is looking for an experienced professional to manage high net worth clients as an investment relationship manager. This role involves developing portfolio strategies, ensuring client satisfaction, and providing investment expertise. The ideal candidate will have a Bachelor's degree with significant experience in investment services or a relevant high school diploma with extensive experience. Strong communication skills and investment knowledge are essential for success in this role. Competitive benefits are offered.
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