Hybrid HNW Portfolio Manager – Toronto (Cross-Border)

niche recruitment; Little Canada (MN); Hybrid; USD 127,000 - 170,000; Full time

Job summary

niche recruitment seeks a Sr/Portfolio Manager to join a high-performing cross-border wealth management team serving UHNW clients. You will identify the portfolio closest to clients' goals and develop a plan to smoothly transfer assets, working with planning, tax and investment specialists.

The role is hybrid, based out of Toronto, with in-office 3 days per week and multiple levels available based on experience.

Qualifications

• Client relationship management experience with UHNW clients.
• Strong investment management and financial planning skills.
• Experience coordinating with planning, tax and investment teams.
• Familiarity with Know Your Client and FATCA compliance processes.

Responsibilities

• Client relationship management responsibilities for high net worth households.
• Providing investment management and financial planning services in accordance with clients’ needs.
• Overseeing a potential team including an APM and client service associate.
• Collaborating with planners, trust/estate specialists, life insurance and cross-border experts.
• Completing annual client portfolio reviews with KYC/AML/FATCA documentation.

Skills

Client relationship management

Investment management

Financial planning

Cross-border client handling

Team leadership

KYC AML FATCA compliance

Job description

niche recruitment seeks a Sr/Portfolio Manager to join a high-performing cross-border wealth management team serving UHNW clients. You will identify the portfolio closest to clients' goals and develop a plan to smoothly transfer assets, working with planning, tax and investment specialists.

The role is hybrid, based out of Toronto, with in-office 3 days per week and multiple levels available based on experience.