Client Portfolio Manager
4 weeks ago
Client Relationship Manager
Overview
A Client Relationship Manager is accountable to the partners for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen used to develop an individualized investment strategy for each client.
Key Responsibilities
- Maintain and grow existing client portfolios
- Develop individualized investment strategies for clients
- Utilize exceptional client-management skills and financial acumen
Requirements
• Strong client-management skills
• Excellent financial acumen
• Ability to develop individualized investment strategies
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Client Portfolio Manager
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Montreal, Quebec, Canada Richter Full timeAbout the RoleRichter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. As a Client Portfolio Manager, you will be responsible for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen.Main...
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Client Portfolio Manager
2 weeks ago
Montreal, Quebec, Canada Richter Full timeAbout the RoleRichter is seeking a highly skilled Client Portfolio Manager to join our team. As a Client Portfolio Manager, you will be responsible for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen. You will develop individualized investment strategies for each client, leveraging your...
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Client Portfolio Manager
2 weeks ago
Montreal, Quebec, Canada Richter Full timeAbout the RoleRichter is seeking a skilled Client Portfolio Manager to join our team. As a Client Portfolio Manager, you will be responsible for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen. You will develop individualized investment strategies for each client, acquire new clients, and...
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Client Portfolio Manager
1 month ago
Montreal, Quebec, Canada Richter Full timeRichter Office: MontrealClient Relationship ManagerAs a Client Relationship Manager at Richter Office in Montreal, you will be accountable to the partners for maintaining and growing existing client portfolios. Your exceptional client-management skills and financial acumen will be used to develop an individualized investment strategy for each client.Key...
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Client Portfolio Manager
1 month ago
Montreal, Quebec, Canada Richter Full timeRichter Office: MontrealClient Relationship ManagerAs a Client Relationship Manager at Richter Office in Montreal, you will be accountable to the partners for maintaining and growing existing client portfolios. Your exceptional client-management skills and financial acumen will be used to develop an individualized investment strategy for each client.Key...
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Client Portfolio Manager
2 weeks ago
Montreal, Quebec, Canada Richter Full timeAbout the RoleRichter is seeking a skilled Client Portfolio Manager to join our team. As a Client Portfolio Manager, you will be responsible for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen. You will develop individualized investment strategies for each client, acquire new clients, and...
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Client Portfolio Manager
3 weeks ago
Montreal, Quebec, Canada Richter Full timeAbout the RoleRichter is seeking a seasoned Client Portfolio Manager to join our team. As a key member of our Business | Family Office, you will be responsible for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen. You will develop individualized investment strategies for each client,...
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IT Portfolio Manager
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Montreal, Quebec, Canada National Bank Full timeJob Title: Portfolio ManagerJoin National Bank as a Portfolio Manager and take on a challenging role that requires expertise in portfolio management and a passion for delivering exceptional results.About the Role:As a Portfolio Manager, you will be responsible for managing client accounts, developing and improving the UMA platform, and participating in the...
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