Job Description
Elevate your career as a Portfolio Manager with an independent wealth management firm in Toronto. Focus on client relationships while managing portfolios with expert strategies.
This client-focused boutique is seeking a Portfolio Manager to join their advisory team. You will handle portfolios on a discretionary basis for mass affluent, HNW, and UHNW households, collaborating with the CIO on investment initiatives. The role entails managing complete client journeys from onboarding to account reviews, ensuring a thorough and supportive client experience.
Key Responsibilities:
• Develop deep client relationships across diverse wealth segments
• Manage portfolios with active and passive investment strategies
• Handle full client onboarding and account setup procedures
• Deliver detailed portfolio reviews and maintain proactive communication
• Work alongside planning teams to unify investment and financial goals
Requiremen...
This client-focused boutique is seeking a Portfolio Manager to join their advisory team. You will handle portfolios on a discretionary basis for mass affluent, HNW, and UHNW households, collaborating with the CIO on investment initiatives. The role entails managing complete client journeys from onboarding to account reviews, ensuring a thorough and supportive client experience.
Key Responsibilities:
• Develop deep client relationships across diverse wealth segments
• Manage portfolios with active and passive investment strategies
• Handle full client onboarding and account setup procedures
• Deliver detailed portfolio reviews and maintain proactive communication
• Work alongside planning teams to unify investment and financial goals
Requiremen...
Ready to Apply?
Take the next step in your AI career. Submit your application to Oakbridge Search Partners today.
Submit Application