Client Portfolio Manager
Israel Discount Bank of New York•Aventura, FL
179d•Hybrid
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About The Position
We are seeking an experienced and detail-oriented Relationship Manager to join our Global Wealth Management team. The ideal candidate will execute trades based on the Chief Investment Officer's (CIO) directions, conduct due diligence on potential fund investments, monitor current investments, create impactful presentation materials, and maintain strong client relationships. Fluency in Spanish or Portuguese are a big plus for this role, as you will focus largely on Latin American based clients.
