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Portfolio Manager

2 months ago

Calgary, Alberta, Canada Staffing In Motion Full time
Unlock Global Investment Opportunities

Join a leading global portfolio management firm with over $200 billion in assets under management. As a Portfolio Manager, you will work with high net worth clients to create custom-tailored investment portfolios that meet their unique needs and goals.

Key Responsibilities:

  • Build and maintain relationships with clients to understand their investment objectives and risk tolerance
  • Develop and implement investment strategies to achieve client goals
  • Monitor and adjust portfolios to ensure alignment with client objectives
  • Collaborate with a dedicated portfolio management and service team to provide exceptional client service

What We Offer:

  • A competitive salary of $100,000 to start, with uncapped commission potential
  • A comprehensive benefits package, including 100% coverage of health, medical, dental, and vision care for you and your dependents
  • A home office setup, including computer, phone, scanner, printer, and other necessary equipment
  • Travel expenses covered, with a generous expense account

Requirements:

  • 2+ years of experience in portfolio management or a related field
  • Strong track record of success in sales and bringing in new investment assets
  • Licenses to manage portfolios containing individual stocks and bonds

About Us:

We are a global portfolio management firm dedicated to providing exceptional investment services to high net worth clients. Our team is passionate about helping clients achieve their financial goals through customized investment strategies and exceptional client service.