Portfolio Manager

4 weeks ago

Hamilton, Ontario, Canada Staffing In Motion Full time
Job Title: Private Client Advisor

About the Role:

Firm Overview: Our client is a leading global portfolio management firm with a strong reputation for delivering exceptional investment solutions to high net worth individuals. With over $200 billion in assets under management, they offer a unique opportunity for experienced professionals to join their team and contribute to the success of their clients.

Job Summary:

We are seeking a highly skilled Private Client Advisor to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment advice, and delivering exceptional client service. Your expertise and passion for portfolio management will be essential in helping our clients achieve their financial goals.

Key Responsibilities:

  • Build and maintain relationships with high net worth clients, providing personalized investment advice and guidance.
  • Develop and implement customized investment strategies to meet the unique needs and goals of each client.
  • Collaborate with our portfolio management team to ensure seamless execution of investment recommendations.
  • Provide exceptional client service, responding to client inquiries and concerns in a timely and professional manner.
  • Stay up-to-date with market trends and economic conditions, using this knowledge to inform investment decisions and provide valuable insights to clients.

Requirements:

To be successful in this role, you will need:

A strong background in portfolio management, with a minimum of 2 years of experience in a similar role.Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.Strong analytical and problem-solving skills, with the ability to interpret complex financial data and make informed investment decisions.A deep understanding of investment products and services, including individual stocks, bonds, and other investment vehicles.A strong track record of success in sales and client acquisition, with a proven ability to meet or exceed sales targets.

What We Offer:

In return for your expertise and dedication, we offer a competitive salary, uncapped commission, and a comprehensive benefits package, including 100% coverage of health, medical, dental, and vision care for you and your dependents. You will also have access to ongoing training and professional development opportunities, as well as a dynamic and supportive work environment.

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 outlining your qualifications and experience. We look forward to hearing from you

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