Portfolio Manager

4 weeks ago

Calgary, Alberta, Canada Staffing In Motion Full time
Job Opportunity: Private Client Advisor

About the Role:

Firm Overview: A leading global portfolio management firm with a large and diverse client base, managing over $200 billion in assets. Each client has a customized portfolio tailored to their specific needs.

Job Summary: As a Private Client Advisor, you will be responsible for closing leads of high net worth clients who have expressed interest in investing with our firm. You will work with pre-qualified leads, meeting with them to discuss their investment goals and objectives, with the goal of signing them up to invest with our firm.

Key Responsibilities:

  • Meet with pre-qualified leads to discuss their investment goals and objectives
  • Work with a dedicated portfolio management and service team to transition and retain client relationships
  • Focus on closing leads provided by the firm, with no cold calling or prospecting required

Benefits:

  • $100,000 salary to start, with uncapped commission potential
  • Average total compensation: $300,000-$500,000, with top producers earning over $1 million
  • 100% coverage of health, medical, dental, and vision care for you and any dependents

Work Environment:

The firm covers all home office expenses, including computer, phone, scanner, printer, and travel expenses. You will have an expense account and work from the comfort of your own home.

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