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Associate Portfolio Manager

2 months ago

Old Toronto, Ontario, Canada BestForexBonus Full time
Job Title: Associate Portfolio Manager

At BestForexBonus, we are seeking a highly motivated and detail-oriented Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will play a key role in supporting our Portfolio Manager with client interactions and follow-up processes.

Key Responsibilities:
  1. Client Support: Provide exceptional support to our clients, ensuring their needs are met and exceeded.
  2. Relationship Building: Foster strong relationships with clients, understanding their goals and objectives.
  3. Onboarding: Assist in onboarding new clients to our Questwealth Portfolios.
  4. Information Analysis: Assist in collecting and analyzing customer information to determine suitability.
  5. Trade Support: Assist in preparing daily trades and conducting suitability assessments.
  6. Knowledge Development: Gain expert knowledge of Questwealth Portfolios and stay up-to-date on market trends.
  7. Performance Analysis: Assist in conducting performance calculations and analyzing results.
  8. Market Knowledge: Develop a thorough understanding of the capital markets and trading.
  9. Compliance: Ensure adherence to QWM's policies and procedures.
  10. Business Development: Participate in ad hoc growth and business development projects and initiatives.

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for portfolio management, we encourage you to apply.