Portfolio Manager Associate

2 months ago

Victoria, British Columbia, Canada TD Bank Full time
Job Description

Job Summary:

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 Responsibilities:

  • Client Management:
    • 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.
    • Keep clients well informed using a combination of face-to-face, telephone and email to achieve minimum quarterly contact with all clients.
    • Develop investment strategies that are in line with the client's goals and objectives.
  • Team Collaboration:
    • 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.
  • Operational Excellence:
    • 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.
    • 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.
  • Professional Development:
    • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork.
    • 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.

Requirements:

  • Undergraduate Degree.
  • CFA Level 1 or above or CIM.
  • 3+ years of investment experience.
  • Eligible for provincial Securities Commission registration as an Associate Advising Representative (AAR).

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