Global Portfolio Strategist
7 days ago
**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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Senior Manager
1 month ago
Port Coquitlam, British Columbia, Canada DMCL CPA LLP Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Enterprise Manager to join our team at DMCL CPA LLP. As a key member of our Private Enterprise Group, you will be responsible for leading assurance, tax, and audit teams for private sector clients, managing engagements within the portfolio, and delivering outstanding service to clients.Key...
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Senior Manager
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Collection Specialist
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Management Trainee
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Management Trainee
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