About this role
Wealth Senior Client Portfolio Manager at M&T Bank. Location: Radnor, Pennsylvania, United States. Role: managing accounts, placing trades, communicating advisors Requirements: Bachelor's degree (or 7 years' experience), minimum 3 years investment experience, strong trading and portfolio management knowledge, Microsoft Office proficiency, ability to evaluate complex situations and adhere to risk/regulatory standards. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: cfa, cima Commitment: Full Time Workplace: Hybrid Languages: English