Found Description
RBC Phillips, Hager & North seeks an Associate Portfolio Manager. This full-time position emphasizes creating investment strategies and managing client portfolios for high-net-worth individuals.
In this role, you will partner with investment counsellors to develop customized strategies and proactively oversee client investments. Continuous monitoring and rebalancing of portfolios will ensure adherence to established investment policies. You will also assist in enhancing client relationships through effective profiling and meeting preparation.
Key Responsibilities: • Guide investment counsellors in managing client assets • Construct tailored investment strategies and proposals • Monitor, rebalance, and report on client portfolios • Develop profiles for deepened client relationships • Help prepare for client meetings and strategy presentations
Requirements: • CFA charter designation required • Bachelor's degree in finance or related field • Bilingual in English...
In this role, you will partner with investment counsellors to develop customized strategies and proactively oversee client investments. Continuous monitoring and rebalancing of portfolios will ensure adherence to established investment policies. You will also assist in enhancing client relationships through effective profiling and meeting preparation.
Key Responsibilities: • Guide investment counsellors in managing client assets • Construct tailored investment strategies and proposals • Monitor, rebalance, and report on client portfolios • Develop profiles for deepened client relationships • Help prepare for client meetings and strategy presentations
Requirements: • CFA charter designation required • Bachelor's degree in finance or related field • Bilingual in English...