Global Portfolio Strategist

7 days ago


Port Coquitlam, British Columbia, Canada Staffing In Motion Full time

**Job Title:** Global Portfolio Strategist

Job Description:

Firm: A leading global portfolio management firm with over 200 billion in assets under management. Each client has a separately managed portfolio tailored to their specific needs. The firm offers fee-based discretionary managed portfolios with a focus on globally diversified investments.

**Role and Responsibilities:** As a Global Portfolio Strategist, you will focus on closing leads of high net worth clients who have expressed interest in investing with our firm and have over $500k to invest. There is no cold calling or prospecting in this role. You will work with leads to meet their investment goals, with a dedicated portfolio management and service team handling client relationships.

**Benefits and Compensation:** The firm covers all home office expenses, including computer, phone, scanner, and printer. You will also receive an expense account and compensation of $100,000 salary to start, plus uncapped commission. Top producers can earn over $1 million.

**Requirements:** To be successful in this role, you must be licensed to manage portfolios with individual stocks and bonds and have a strong track record of success in sales and bringing in new investment assets.


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