Pic Associate Portfolio Manager

6 months ago

Victoria, Canada TD Bank Full time

**Work Location**:
Victoria, British Columbia, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
65,600.00 - 98,400.00 CAD

This role is responsible for building and managing a small book of high net worth clients - relationships that are managed on a discretionary basis. An Associate Portfolio Manager may work singly or as part of a team with a Portfolio Manager.

**KEY ACCOUNTABILITIES**

**CUSTOMER**
- Maintain and grow the client base by determining the appropriate portfolio structure for clients’ assets mix, geographic/currency diversification and equity and fixed income styles
- Delivery of client experience, through the completion of a Wealth Plan and the introduction to Wealth Partners
- Consistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues
- Develop investment strategies that are in line with the client’s goals and objectives
- When working in a team, assist the Portfolio Manager where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when required
- Act as a secondary contact to the Portfolio Managers where required for client relationships
- Efficiently manage client experience through strong communication and interpersonal skills

**SHAREHOLDER**
- Contribute to the achievement of business objectives by proactively managing customers ,to increase profitability and enable business growth
- Contribute to various operational activities and processes as assigned
- Maintain and grow the client base by determining the appropriate portfolio structure for clients’ assets mix, geographic/currency diversification and equity and fixed income styles
- Consistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues
- Develop investment strategies that are in line with the client’s goals and objectives
- Assist the Portfolio Managers where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when required
- Act as a secondary contact to the Portfolio Managers where required for client relationships
- Ensure necessary due diligence to support the accuracy of all customer transactions / activities
- Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

**EMPLOYEE / TEAM**
- Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
- Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand champion for the business area/function and the bank, both internally and/or externally

**BREADTH & DEPTH**
- Experienced working professional role with a focus on providing business development, customer relationship management and / or sales advisory support within their own area of specialty
- Requires an in-depth understanding of products/services and key competitors
- Identifies referral opportunities across business lines and segments
- Understands the business and technical principles that underpin the design and delivery of the products and services provided
- Possesses a solid understanding of the business, the competitive landscape and economic/market issues
- May serve as a product or customer segment knowledge resource
- Coordinates the identification, pursuit or management of accounts/opportunities with others while taking a primary role in managing the relationship
- Solves moderately complex problems by taking a new perspective on existing product and service solutions
- Exercises judgement in planning and developing customized account management processes; focuses on customizing advice and solutions
- Puts solutions in context when presenting complex alternatives and framing advice
- Wo

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