Senior Discretionary Portfolio Manager — HNW

A financial services firm is seeking an experienced Portfolio Manager to oversee investment management for high net worth clients. The ideal candidate will have at least 5 years of experience in discretionary investment management, a CFA or CIM designation, and excellent client communication skills. Responsibilities include developing investment strategies,...

A leading North American bank is seeking a Portfolio Manager for its National Team. You will provide discretionary portfolio management services to high net worth clients and collaborate closely with Financial Consultants. The ideal candidate will have at least 5 years of relevant experience, a university degree, and be a CFA charter holder or possess a CIM...

A leading North American bank is seeking a Portfolio Manager for its National Team. You will provide discretionary portfolio management services to high net worth clients and collaborate closely with Financial Consultants. The ideal candidate will have at least 5 years of relevant experience, a university degree, and be a CFA charter holder or possess a CIM...

A leading wealth management organization is seeking a Portfolio Manager to handle discretionary fee-based solutions and collaborate on investment strategies. The ideal candidate will have a strong background in investment management, excellent problem-solving abilities, and the capacity to work collaboratively within a dynamic environment. This role offers...

A leading wealth management organization is seeking a Portfolio Manager to handle discretionary fee-based solutions and collaborate on investment strategies. The ideal candidate will have a strong background in investment management, excellent problem-solving abilities, and the capacity to work collaboratively within a dynamic environment. This role offers...

A leading wealth management organization is seeking a Portfolio Manager to handle discretionary fee-based solutions and collaborate on investment strategies. The ideal candidate will have a strong background in investment management, excellent problem-solving abilities, and the capacity to work collaboratively within a dynamic environment. This role offers...

A leading financial institution in Canada seeks a Portfolio Manager to provide discretionary management services to high net-worth clients. The successful candidate will have over 5 years of experience in investment management and be a CFA charter holder or have a CIM designation. This role requires strong client relationship skills, knowledge of...

A leading financial institution in Canada seeks a Portfolio Manager to provide discretionary management services to high net-worth clients. The successful candidate will have over 5 years of experience in investment management and be a CFA charter holder or have a CIM designation. This role requires strong client relationship skills, knowledge of...

A leading Canadian bank seeks a Senior Manager of Wealth Management Taxation in Toronto. This role involves providing tax planning expertise to high net worth clients and collaborating with advisors. The ideal candidate has a university degree, relevant professional designations, and at least 7 years of experience in tax planning for HNW and UHNW clients....

A leading Canadian bank seeks a Senior Manager of Wealth Management Taxation in Toronto. This role involves providing tax planning expertise to high net worth clients and collaborating with advisors. The ideal candidate has a university degree, relevant professional designations, and at least 7 years of experience in tax planning for HNW and UHNW clients....