JFG is seeking a Senior Wealth Portfolio Manager in Madison to lead high-net-worth client relationships and deliver tailored investment strategies. You will work closely with the Wealth Advisor team to construct disciplined portfolios, monitor performance, and provide proactive guidance that aligns with each client’s goals and risk tolerance.
The role emphasizes integrity, ethical client service, and collaboration across planning and banking teams to ensure comprehensive, proactive financial
#J-18808-LjbffrClient-Facing Wealth Portfolio Leader for HNW Clients in madison at Unknown Company
This position is listed as full time and onsite.