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Investment Portfolio Manager

2 months ago

Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full time
Job Summary

Value Partners Investments Inc. is seeking a highly skilled Investment Counsellor to join our team. As a trusted advisor, you will be responsible for providing holistic investment and wealth planning services to high-net-worth families and individuals.

Key Responsibilities
  • Investment Planning and Portfolio Management
    • Develop and implement tailored investment plans and portfolios for clients, taking into consideration their financial goals, risk tolerance, and investment objectives.
    • Monitor and adjust client portfolios as needed to ensure alignment with their investment goals and risk tolerance.
  • Client Relationship Management
    • Build and maintain strong relationships with clients, providing exceptional service and communication to ensure their needs are met.
    • Collaborate with clients to understand their financial goals and objectives, and provide guidance on investment strategies and portfolio management.
  • Business Development and Partnerships
    • Develop and maintain relationships with referral partners, including financial advisors and other professionals, to identify new business opportunities and grow the client base.
    • Participate in business development initiatives to promote the company's services and build brand awareness.
Requirements
  • Education and Experience
    • University degree in Finance, Economics, or related field.
    • Minimum of one year of experience in investment management, financial planning, or a related field.
  • Technical Knowledge and Skills
    • Strong understanding of investment principles, portfolio management, and risk management.
    • Technical proficiency in Microsoft Office and other relevant software applications.
  • Personal Qualities and Skills
    • Excellent communication and interpersonal skills.
    • Strong analytical and problem-solving skills.
    • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
What We Offer

Value Partners Investments Inc. offers a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment.