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Associate Portfolio Manager

2 months ago

Vancouver, British Columbia, Canada Banque Nationale Full time
Join Our Team as a Portfolio Management Associate

We are seeking a highly motivated and detail-oriented Portfolio Management Associate to join our team at Banque Nationale. As a key member of our portfolio management team, you will be responsible for providing exceptional client service and supporting our investment advisors in delivering high-quality investment solutions.

Key Responsibilities:
  • Assist investment advisors in providing exceptional client service and support in delivering high-quality investment solutions.
  • Perform routine financial transactions, including buying and selling securities, and ensuring accurate record-keeping.
  • Process client deposits, withdrawals, transfers, and currency conversions, and maintain accurate records.
  • Analyze and maintain client files, ensuring up-to-date information and accurate documentation.
  • Produce portfolio management reports and maintain accurate records.
  • Manage administrative tasks, including scheduling appointments, making travel arrangements, and preparing meeting materials.
  • Ensure compliance with regulatory requirements and risk management policies.
Our Team:

Our Financial Services team at Banque Nationale is a dynamic and collaborative environment where you will work closely with experienced investment advisors to deliver exceptional client service. We value teamwork, open communication, and a commitment to excellence.

What We Offer:
  • A competitive salary and benefits package.
  • A comprehensive training program to support your professional development.
  • A dynamic and inclusive work environment that values diversity and promotes work-life balance.
  • Opportunities for career advancement and professional growth.
Requirements:
  • Diploma in a related field, such as finance or business.
  • 2 years of experience in a related field, preferably in a financial services environment.
  • Strong knowledge of financial software and systems.
  • Excellent communication and interpersonal skills.
  • Fluency in English and Cantonese.