Strategic Portfolio Management Expert
4 days ago
We are seeking a highly skilled Strategic Portfolio Management Expert to join our team at Royal Bank of Canada. This is an exciting opportunity to work with a dynamic group of professionals who share a passion for delivering exceptional results and making a meaningful impact.
SalaryThe estimated salary range for this position is $120,000 - $180,000 per year, depending on experience and qualifications.
Job DescriptionIn this role, you will be responsible for providing expert advice and guidance on portfolio management best practices to clients across the wealth management division. You will work closely with investment advisors, portfolio managers, and other stakeholders to develop and implement effective portfolio strategies that meet client needs and achieve business objectives.
Your key responsibilities will include:
- Conducting one-on-one meetings with clients to understand their investment goals and risk tolerance
- Developing and implementing customized portfolio management plans that align with client objectives
- Providing ongoing portfolio monitoring and performance analysis to ensure alignment with client expectations
- Collaborating with internal teams to identify opportunities for process improvements and optimize portfolio management workflows
To be successful in this role, you will need:
- A minimum of 5 years of experience in portfolio management or a related field
- Strong knowledge of financial markets, products, and services
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
We offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as a generous retirement plan and paid time off. Our office is located in the heart of Toronto, with easy access to public transportation and amenities.
Other OpportunitiesThis role offers a unique opportunity to grow your career and make a lasting impact in the wealth management industry. You will have the chance to work with a talented team of professionals who share your passion for delivering exceptional results and making a meaningful difference in the lives of our clients.
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