Client Portfolio Manager

Client Portfolio Manager

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Edmonton, Alberta

Accounting & Finance

Permanent

20/12/2022

200932

Join a top employer and advance your career. Drea Larson, Senior Consultant at Aplin has partnered with our client to recruit for the permanent position of Client Portfolio Manager, located in Edmonton, Alberta.

The Client Portfolio Manager is an integral member of our wealth management team.  We provide discretionary portfolio management as well as a range of financial planning products and services.  We are currently in an exciting growth phase and have an opportunity available for a new team member.

Responsibilties:
  • Build and maintain strong long term relationships with high net worth and small institutional clients
  • Continually elevate the client experience through collaboration and input into our client service delivery model
  • Partner with our in house financial planners, outside experts(legal, accounting, tax) and the client advisors to provide clients with specialized services for tax, estate, and succession planning
  • Provide ongoing advice regarding client solutions as well as the organization’s investment strategies and outlook
  • Constuct and adjust client investment policy as necessary to align with client specific objectives, time horizon, tax considerations, and risk tolerance
  • Achieve annual goals and objectives through client referrals, group referrals, networking and other prospecting
Qualifications: 
  • You are an established Portfolio Manager or Associate Portfolio Manager
  • CFA, CIM or CFP designation is considered an asset
  • Relevant work experience for registration as a Portfolio Manager with the Alberta Securities Commission
  • Proven track record of building wealth management relationships with clients, and meeting objectives while aligning with risk tolerance
  • Proven experience in business development specific to networking, relationship building and client acquisitions
  • 5 years portfolio management experience
  • Deep understanding of capital markets, risk, and wealth management products


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