Sr. Client Portfolio Manager
Washington Trust BankBellevue, Washington, United States • Spokane, Washington, United States • Boise, Idaho, United States
Posted March 5, 2026
188253 - 282471 USD
Full Time
About the Company
Washington Trust Bank is a community‑focused financial institution that offers a full range of banking, wealth management, and investment services to individuals and businesses. The bank prioritizes personalized relationships, providing tailored financial advice and wealth‑building solutions that meet each client’s unique goals. What sets Washington Trust Bank apart is its energetic, relationship‑centric culture that blends a passion for community service with a commitment to employee growth. As an equal‑opportunity employer, it offers a comprehensive benefits program and a rewarding career environment that attracts professionals who want to make a difference.
Job Description
Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers by handling all investment aspects and client investment inquiries on assigned accounts.
Requirements
- Bachelor’s degree in finance, accounting, business, or related field.
- Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and/or Certified Financial Planner (CFP) preferred, or working toward those designations.
- 7-10 years of progressive analytical/portfolio management/client relationship experience and responsibilities.
- Extensive knowledge of various investment instruments and strategies.
- Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients
- Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.
- Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc.).
- Proven organizational skills to meet deadlines; ability to work on multiple projects simultaneously while showing strong attention to detail with high levels of accuracy as needed to deliver a quality client experience.
Benefits
- Health
- Financial
- Retirement
- Work/Life
