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High-Net-Worth Portfolio Specialist

1 week ago

Kingston, Ontario, Canada Professional Staffing Full time
Overview:

We are a fast-growing Portfolio Management firm servicing high-net-worth clients in Canada. Our team is dedicated to providing exceptional service and delivering results that exceed our clients' expectations. We are now seeking an experienced Portfolio Manager to join our team and contribute to our continued growth and success.

Responsibilities:

The Portfolio Manager will be responsible for managing a portfolio of high-net-worth clients, providing tailored financial planning and investment management services. This will include developing personalized wealth management strategies based on clients' goals, needs, and risk tolerance, as well as staying up-to-date with market trends to offer expert investment advice. The Portfolio Manager will also be responsible for maintaining compliance with regulatory requirements and upholding high ethical standards.

Skills and Qualifications:

To be successful in this role, you will need to possess excellent communication and relationship-building skills, with the ability to develop strong relationships with clients and internal stakeholders. You will also need to have strong analytical skills, with the ability to review work thoroughly and assess compliance risks. In addition, you will need to possess strong organizational skills, with the ability to manage multiple regulatory deadlines and keep detailed records. A comprehensive benefits package, including health, dental, and vision care, is available to all employees.