Portfolio Manager

Genus Capital Management; Vancouver; On-site; CAD 90,000 - 140,000; Full time

Job summary

Genus Capital Management in Vancouver seeks ambitious investment professionals to join a client-centric team. You will support our client portfolio management process with direct client responsibilities and participate in the firm’s asset allocation process to help clients meet their investment objectives.

The successful candidate will contribute to building portfolios aligned with clients’ values and will establish a growth strategy to attract new clients, leveraging a strong network and

Qualifications

• Must have Adising Representative status in Canada and five+ years in the investment industry.
• Strong client-facing capabilities and ability to build and manage a large client base.
• Excellent communication, presentation, and interpersonal skills.

Responsibilities

• Support client portfolio management with direct client responsibilities.
• Participate in the firm’s asset allocation process.
• Ensure client investment objectives are met and portfolios reflect client values.
• Develop business growth strategies to attract new clients.

Skills

Business development

Sales

Entrepreneurial thinking

Client base management

Interpersonal skills

Relationship building

Presentation skills

Problem solving

Decision making

Good judgment

Team oriented

Integrity

Education

Advising Representative (AR) status

Job description

We seek bright and ambitious investment professionals to join our growing team. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing organization. The candidate will support our client portfolio management process with direct client responsibilities and participate in the firm’s asset allocation process. The successful hire will gain valuable experience in ensuring client investment objectives are met and their portfolio reflects their values. The portfolio manager also establishes a business growth strategy that attracts new clients.

Qualified candidates must have the following:

• An aptitude for business development, sales, and entrepreneurial thinking
• Demonstrated success in building and managing a large client base
• Excellent interpersonal skills and emotional intelligence
• Natural relationship building and networking skills
• Great communicator with excellent presentation abilities
• Minimum five years’ investment industry experience
• Advising Representative (AR) status within Canada

We value the following attributes across our team:

• Positive and energetic approach to work
• Demonstrates a high level of integrity
• Flexible, innovative, and open to change
• Professional, organized, reliable, and committed to excellence
• Team oriented, respectful of others, and adds to success
• Problem solving, sound decision making, and good judgment