Uhnw- Portfolio Manager

3 weeks ago

Toronto, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**Department Overview**

We're looking for a highly seasoned professional who thrives in helping clients achieve their wealth goals and dreams for the position of **UHNW Portfolio Manager**. Key Responsibilities include:

- Working under the leadership of Principal Investment Management to curate customized long term asset allocations utilizing the full depth of TD Wealth’s investment management capabilities
- Provide goals-based investment advice and portfolio construction based on product & solutions designed for UHNW investors, including traditional asset classes, alternative investments, and capital markets solutions.
- Manage client relationships and portfolio implementation through a robust discovery process, Investment Policy Statement and ongoing Client Reviews
- Gain a deep understanding of and manage relationships with TD's UHNW clients using the four pillars of TD Wealth effectively
- Identify key issues and trends for UHNW families. Proactively leverage ideas, insights and relationships to enhance client experience
- Proactively identify, introduce, and follow-up on opportunities in an inter disciplinary team setting
- Play a key role in the strategic conception, ongoing development, and successful execution of the UHNW strategy and Family Office model
- Carry out research and stay up to date on relevant investment, wealth management and financial planning trends

**Job Requirements**
- 10+ years' experience in client servicing, relationship management/business development with completed licensing requirements as a portfolio manager.
- Proven track record of successfully working with the complexity often found with UHNW clients
- Available knowledge on all asset classes and control discussion on various wealth topics - Confidence and strong personal credibility when establishing personal relationships and working with sophisticated clients and complex investment portfolios
- High attention to detail and the ability to uncover needs that are not articulated or clearly expressed by a client
- Experience working with UHNW clients within a bank or Family Office environment
- Ability to build strong COI relationship and build a broad network of external advisors
- Capable of working alongside existing external advisors/ Family Office personnel
- High achiever with entrepreneurial spirit - highly motivated individual who can develop and execute solutions from ambiguity
- Deep understanding of importance of discretion and need for confidentiality
- Service oriented

**Additional Information**
- CFA or CIM are required
- CFP or CIWM considered an asset

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Job Family**
- Private Investment Council

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Ontario

**City (Primary)**
- Toronto

**Work Location**
- TD Centre - TD Tower - 66 Wellington Street West

**Job Expires**
- 02-Mar-2023

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