niche recruitment
Toronto, ON
Posté aujourd'hui
Détails de l'emploi :
Télétravail
Temps plein
Gestion
Avantages :
Assurance vie
Sr/PM Job Summary
Join a high performing, client centric, down-to-earth team with a growing $7B high net worth cross border wealth management firm. As a Sr/Portfolio Manager you will be part of a holistic planning, tax and investment team serving U/HNW $5-50M+ cross border clients.
With a conservative long-term investment philosophy you are identifying the portfolio most closely aligned with the clients' goals and developing a plan to smoothly transfer assets.
This is a hybrid role based out of Toronto, in office 3 days. There are multiple positions available at different levels due to growth in the team, each candidate will be assessed based on their experience.
Primary Responsibilities
Join a high performing, client centric, down-to-earth team with a growing $7B high net worth cross border wealth management firm. As a Sr/Portfolio Manager you will be part of a holistic planning, tax and investment team serving U/HNW $5-50M+ cross border clients.
With a conservative long-term investment philosophy you are identifying the portfolio most closely aligned with the clients' goals and developing a plan to smoothly transfer assets.
This is a hybrid role based out of Toronto, in office 3 days. There are multiple positions available at different levels due to growth in the team, each candidate will be assessed based on their experience.
Primary Responsibilities
- Client relationship management responsibilities for high net worth households. Providing investment management and financial planning services in accordance with the clients' needs.
- Depending on experience, overseeing a support team potentially consists of an APM and client service associate.
- Work alongside a team of financial planners, trust/estate specialists, life insurance specialists, and cross-border specialists.
- Complete annual (at minimum) client portfolio management reviews which include the completion of Know your Client (KYC), AML/ATF, and FATCA compliance documentation.
- Engaging with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements for individual clients.
- Asset allocation modeling and developing transition plans to migrate existing legacy holdings of new clients to model allocations.
Partager un emploi :
Foire aux questions
This is a hybrid role based out of Toronto, in office 3 days.
You would provide investment management and financial planning services for high net worth households within a cross-border wealth management firm serving U/HNW clients with $5-50M+ portfolios.
You would handle client relationship management for HNW households and, depending on experience, oversee a support team that may include an APM and a client service associate.
You will work alongside a team of financial planners, trust/estate specialists, life insurance specialists, and cross-border specialists.
Annual client portfolio management reviews include completing Know Your Client (KYC), AML/ATF, and FATCA compliance documentation.
The role involves engaging with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements, plus asset allocation modeling and transition planning for migrating legacy holdings.
