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High-Net-Worth Portfolio Manager

2 weeks ago

Canada Professional Staffing Full time
About the Role

We are seeking a seasoned Financial Planning Specialist to oversee a portfolio of high-net-worth clients in Canada. The successful candidate will provide tailored financial guidance, foster long-term client relationships, and grow the client base over time.

Key Responsibilities
  • Portfolio Management: Manage a portfolio of high-net-worth clients, providing customized financial planning and investment management services.
  • Financial Planning: Develop personalized wealth management strategies based on clients' goals, needs, and risk tolerance.
  • Client Relationships: Build strong client relationships, ensuring ongoing satisfaction and trust.
  • Market Trends: Stay up-to-date with market trends to offer expert investment advice.
  • Team Collaboration: Collaborate with internal teams, including investment research and compliance.
  • New Business Opportunities: Proactively seek new business opportunities to grow your book of business.