Job Description
Join our prestigious financial institution as a Portfolio Management Assistant, supporting Investment Counsellors in enhancing client portfolio strategies. Utilize your skills to facilitate portfolio rebalancing and financial planning.
As a self-directed individual, you will be integral in managing private client portfolios by preparing meeting materials, drafting correspondence, and responding to client inquiries. Your role will include trading support and ensuring compliance with portfolio models.
Key Responsibilities:
• Provide exceptional service by responding to client inquiries
• Prepare and attend client meetings when requested
• Draft investment-related correspondence and newsletters
• Assist with securities trading based on the counsellor's direction
• Maintain compliance with client mandates and portfolio strategies
Requirements:
• Two years minimum in a client-facing financial role
• Bachelor's ...
As a self-directed individual, you will be integral in managing private client portfolios by preparing meeting materials, drafting correspondence, and responding to client inquiries. Your role will include trading support and ensuring compliance with portfolio models.
Key Responsibilities:
• Provide exceptional service by responding to client inquiries
• Prepare and attend client meetings when requested
• Draft investment-related correspondence and newsletters
• Assist with securities trading based on the counsellor's direction
• Maintain compliance with client mandates and portfolio strategies
Requirements:
• Two years minimum in a client-facing financial role
• Bachelor's ...
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