Associate Portfolio Manager, Private Wealth

Royal Bank of Canada; Southwestern Ontario; On-site; CAD 67,000 - 110,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Opportunities to build close client关系

Job summary

Royal Bank of Canada is seeking an Associate Portfolio Manager, PH&N Investment Counsel, to join a professional team that builds and manages a high-performance investment counselling franchise for high net worth clients, trusts, and foundations.

You will work with seasoned Investment Counsellors to design customized strategies, monitor portfolios, and advance regional initiatives, while upholding policy guidelines and client service standards.

Qualifications

• Successful completion of CFA level 1 with intention to complete
• CSC
• Minimum of 5 years Investment industry experience
• Portfolio management experience (3 years plus)
• University Degree (preferably in business and/or economics)

Responsibilities

• Proactively identify, investigate and resolve client inquiries and provide recommendations
• Develop, document and maintain a client profile including next steps to deepen relationships
• Participate in regional/national projects to improve client solutions and efficiency
• Assist in constructing customized investment strategies, models, proposals and action plans
• Implement action plans and actively manage client portfolios for best returns and service
• Ensure portfolios are structured within Investment Policy Statement parameters

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Knowledge

Education

University degree in business/economics

Tools

CFA designation

CIM designation

CFP designation

Job description

Royal Bank of Canada is seeking an Associate Portfolio Manager, PH&N Investment Counsel, to join a professional team that builds and manages a high-performance investment counselling franchise for high net worth clients, trusts, and foundations.

You will work with seasoned Investment Counsellors to design customized strategies, monitor portfolios, and advance regional initiatives, while upholding policy guidelines and client service standards.