Portfolio Manager

4 weeks ago


Red Deer, Alberta, Canada Staffing In Motion Full time
Job Title: Private Client Advisor

About the Role:

We are seeking a highly skilled and experienced Private Client Advisor to join our team at Staffing In Motion. As a Private Client Advisor, you will be responsible for working with high net worth clients to provide tailored investment solutions and portfolio management services.

Key Responsibilities:

  • Meet with clients to discuss their investment goals and objectives
  • Develop and implement customized investment strategies for clients
  • Manage client portfolios to ensure alignment with their investment goals
  • Provide ongoing portfolio monitoring and reporting to clients
  • Collaborate with internal teams to ensure seamless client service

Requirements:

  • Minimum 2 years of experience in portfolio management or a related field
  • Strong understanding of investment products and strategies
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Comprehensive benefits package

How to Apply:

If you are a motivated and experienced professional looking for a new challenge, please submit your application, including your resume and a cover letter, to Staffing In Motion.



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