Client Portfolio Manager

4 weeks ago


Montreal, Quebec, Canada Richter Full time
Richter Office

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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