Senior Investment Client Portfolio Manager

Watrust; Bellevue (WA); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Washington Trust Bank seeks a senior investment professional to partner with the WMAS Investments Team in Bellevue. You will handle all investment aspects and client inquiries on assigned accounts, acting as the primary contact for fully managed accounts and supporting RM teams to grow and deepen client relationships.

The role requires 7–10 years of portfolio management experience, strong communication, and a solid grasp of investment strategies, with compliance and mentoring duties as part of

Qualifications

• Bachelor’s degree in finance, accounting, business, or related field.
• CFA, CIMA or CFP preferred, or working toward these designations.
• 7–10 years of progressive analytical/portfolio management experience.

Responsibilities

• Handles all investment aspects and client inquiries on assigned accounts.
• Acts as primary contact for fully managed accounts (IMAs, IRAs, trusts, nonprofits).
• Assists in acquiring new clients and expanding/retaining relationships.
• Monitors accounts to ensure compliance with investment strategies and policies.
• Oversees proposals and presentations to prospects and clients as needed.
• Mentors Client Portfolio Managers where appropriate.
• Ensures activities comply with laws and internal policies.

Skills

Portfolio management

Client relationship management

Financial analysis

Communication

Presentation skills

Regulatory knowledge

Education

Bachelor’s degree in finance, accounting, business, or related field

CFA / CIMA / CFP preferred

Job description

Washington Trust Bank seeks a senior investment professional to partner with the WMAS Investments Team in Bellevue. You will handle all investment aspects and client inquiries on assigned accounts, acting as the primary contact for fully managed accounts and supporting RM teams to grow and deepen client relationships.

The role requires 7–10 years of portfolio management experience, strong communication, and a solid grasp of investment strategies, with compliance and mentoring duties as part of