Senior Portfolio Advisor II

Manage and oversee investment activities for a defined set of complex, high-net-worth client portfolios, serving as a senior investment advisor. Use a goals-based approach to develop and direct bespoke investment programs, continually refine strategy as objectives change, and deliver clear, advice-driven client guidance. Contribute to market growth through new business generation and relationship building, while ensuring strong risk management, governance, and thought leadership within Wealth and Asset Management teams.