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Zohorecruit

VP, Senior Portfolio Strategist — Wealth & Trust

town of granger, NY

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Job description

Zohorecruit seeks an experienced Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. You will oversee discretionary portfolios for high-net-worth clients, driving tailored asset-management strategies with fiduciary integrity across Trust and Wealth Advisory accounts.

You will blend portfolio structuring with consultative skills, articulating market dynamics to clients, internal advisors, and institutional partners, while leading research and policy

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