Senior Portfolio Manager

Opal Corporate Connections; Poland; On-site; PLN 322,000 - 510,000; Full time

Benefits offered by this job

Benefits start on day one

Flexible compensation options

Benefits start day one

Flexible compensation: commission or 5

Job summary

A wealth management firm seeks an experienced Portfolio Manager for a remote role, offering flexible compensation options. The ideal candidate should have at least 8 years of experience managing complex portfolios and a CFA or CIM designation. Responsibilities include developing investment strategies for high-net-worth clients and collaborating with other advisors. This position allows working remotely or from an office in downtown Toronto.

Qualifications

• Minimum 8 years of portfolio management experience.
• Experience with high-net-worth clients and complex financial situations.
• Knowledge of Canadian and international investment markets.
• Strong analytical and communication skills.
• Knowledge of Canadian and international investment markets.
• Experience with alternative investments and institutional strategies.

Responsibilities

• Develop and implement comprehensive investment strategies for high-net-worth clients.
• Conduct sophisticated portfolio analysis and risk management.
• Build and maintain relationships with institutional investment partners.
• Mentor junior team members and contribute to firm growth.
• Mentor junior team members and contribute to firm growth.
• Stay current with market trends and regulatory changes.

Skills

Client-focused

Analytical skills

Communication skills

Business development

Investment market knowledge

Alternative investments

Education

CFA or CIM designation

Job description

• Salary Flexible - Commission or Base + Commission
• Remote Job

Job Description

This is a remote position.

We are proud to partner with a great wealth management firm to recruit a sales-driven, highly independent Portfolio Manager to join their team. This senior role offers the opportunity to work with high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization, we invite you to explore this opportunity.

Key Responsibilities

• Develop and implement comprehensive investment strategies for high-net-worth clients
• Conduct sophisticated portfolio analysis and risk management
• Build and maintain relationships with institutional investment partners
• Collaborate with clients' other advisors (legal, tax, banking)
• Mentor junior team members and contribute to firm growth
• Stay current with market trends and regulatory changes

Requirements

• CFA or CIM designation or equivalent professional certification
• Minimum 8 years of portfolio management experience
• Experience with high-net-worth clients and complex financial situations
• Strong analytical and communication skills
• Knowledge of Canadian and international investment markets
• Experience with alternative investments and institutional strategies

• 100% remote, with a downtown Toronto office available if you prefer to work on-site.
• Benefits start on day one.
• Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission.