Role details

Associate Portfolio Manager

Edmonton   •  Permanent

Bullet points

  • Work with an established brand.
  • Unrivalled career progression on offer.

About Our Client

Opportunity to work with a leading brand in Wealth Management.

Job Description

In direct collaboration with a team of experts, you will have to:

  • Maintain and develop strong relationships with existing client
  • Understand their needs on their life based objectives
  • Develop investment activities and strategies in order to enhance investment opportunities in collaboration with a team of experts
  • Manage the client's Financial Plan and strategy and participate in the monitoring of his asset
  • Develop and manage the organization's business plan : sales targets for future and existing clients
  • Have an exceptional knowledge of finance and wealth management
  • Offer an outstanding experience to your clients

The Successful Applicant

  • Bachelors degree in Business or related degree.
  • Master's degree in Commerce, Business Administration, Finance or Economics
  • Strong oral and written communication skills
  • High level attention to detail and accuracy
  • CFA or CIM
  • CSC
  • Ability to influence and negotiate

What's on Offer

  • Very Competitive Base salary, Bonus & Benefits.
  • Well established team and business.
  • Opportunity to develop your career

Apply for this job

Click the Apply or LinkedIn button below or contact Marian Garvey quoting job reference 1201720
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