About this role
Wealth Senior Client Portfolio Manager at Mtb. Location: Syracuse, New York, United States. Role: managing portfolios, placing trades, communicating advisors Requirements: Bachelor's degree with 3+ years investment experience (or 7 years' relevant experience in lieu), strong trading and portfolio management knowledge, ability to manage large/complex accounts, Microsoft Office proficiency, strong communication and analytical skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: cfa, cima Commitment: Full Time Workplace: Hybrid Languages: English