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- Wm Investment Mgmt Specialist
- Wells Fargo - Phoenix, Arizona
- Other / Miscellaneous
- Assists Senior Investment Managers in handling investment management activities for a group of clients.-- Manages simple to moderately complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts.-- With limited investment strategy authority and generally handling smaller accounts, works under the direct supervision of management or more senior staff.---- Consults with Relationship Manager, Financial Consultant, Private Banker, Account Administrator (if applicable) and client to deliver "full balance sheet" solutions based on (see more)
- Wm Investment Mgmt Specialist
- Wells Fargo - Phoenix, Arizona
- Banking / Mortgage
- Assists Senior Investment Managers in handling investment management activities for a group of clients. Manages simple to moderately complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts. With limited investment strategy authority and generally handling smaller accounts, works under the direct supervision of management or more senior staff. Consults with Relationship Manager, Financial Consultant, Private Banker, Account Administrator (if applicable) and client to deliver "full balance sheet" solutions based on management (see more)
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