TIAA
A financial services firm in Boston is seeking an experienced Portfolio Manager to serve as the primary contact for high-net-worth clients. The successful candidate will oversee investment portfolios, provide personalized advice, and engage directly with clients to discuss their financial goals. Ideal applicants will have a strong background in wealth management, at least 5 years of relevant experience, and a university degree. This role requires excellent market knowledge and the ability to make informed investment decisions to meet client objectives.
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