Portfolio Manager – High-Net-Worth Private Investments
Join one of Canada’s leading financial institutions’ high-net-worth wealth management team. Lock Search Group is currently recruiting for an experienced Portfolio Manager – High-Net-Worth Private Investments to join one of Canada’s major banks. As a key individual working with a team to service some of the bank’s most affluent clients – both individuals and organizations – we are looking for an experienced, knowledgeable and well-educated investment professional who is strong at building new business and servicing the top tier clients. If you have a strong, proven wealth management background, and experienced in working with high net worth clientele, then this may be the opportunity you’ve been waiting for!
Key Responsibilities:
- Develop a strong and thorough understanding for the individual’s objectives
- Be the primary relationship manager for clients
- Become a trusted financial advisor and provide investment analysis, recommendations, and investment strategies
- Collaborating with internal investment teams to ensure investment strategies will meet clients’ goals and needs
- Developing and managing strategic plans and ensuring sales targets are met
- Consistently building new business and ensuring profitable growth
Qualifications:
- Meet all regulatory requirements to be registered with the BC Securities Commission
- CFA or CIM/CIF required
- CSC
- University Degree – Business, Finance, Economics or Accounting preferred
- Minimum 5+ years’ experience in investment management
- Strong financial analysis experience, along with experience in managing portfolios (individual investments, estates, trusts, pension plans, foundations etc.)
- Understanding of potential risks and tax implications on investment returns
Interested? Please send your resume to Frank Joe at fjoe@locksearchgroup.com.