Oakbridge Search Partners
Apply Now
Client-Focused Portfolio Manager Toronto
Description
Join a boutique wealth management firm in Toronto as a Portfolio Manager. You'll build trust with clients and manage portfolios with personalized service and strategic insights.
This rapidly growing firm emphasizes a client-first approach, providing you the opportunity to work closely with mass affluent, HNW, and UHNW households. As a Portfolio Manager, you'll manage portfolios discretionary while collaborating with the CIO on investment strategies. Your role includes complete client onboarding and proactive communication through market cycles to enhance the client experience.
Key Responsibilities:
• Build trust-based relationships with clients from various wealth segments
• Manage portfolios using both active and passive strategies
• Oversee the full onboarding process, ensuring smooth account setup
• Conduct portfolio reviews and maintain clear communication
• Collaborate with the planning team for integrated financial decisions
Requirements:
• 3–5 years in...
This rapidly growing firm emphasizes a client-first approach, providing you the opportunity to work closely with mass affluent, HNW, and UHNW households. As a Portfolio Manager, you'll manage portfolios discretionary while collaborating with the CIO on investment strategies. Your role includes complete client onboarding and proactive communication through market cycles to enhance the client experience.
Key Responsibilities:
• Build trust-based relationships with clients from various wealth segments
• Manage portfolios using both active and passive strategies
• Oversee the full onboarding process, ensuring smooth account setup
• Conduct portfolio reviews and maintain clear communication
• Collaborate with the planning team for integrated financial decisions
Requirements:
• 3–5 years in...