Business Partner and Portfolio Manager, Private Wealth-HYBRID

Job title:

Business Partner and Portfolio Manager, Private Wealth-HYBRID

Company

Beyond Bilingual

Job description

DescriptionBusiness Partner and Portfolio Manager, Private Wealth-HYBRIDFull-Time, PERMLocation: Mississauga – Working Hybrid 2 times per week in officeHours: Monday-Friday 8:30am-5:00pmSalary: Up to $200K Base Salary $100K + Variable Compensation around $100K + BenefitsOur client is one of the fastest growing independent wealth management companies in Canada.Our client is currently seeking a Business Partner/Portfolio Manager, Private Wealth, someone who is eager and passionate about transitioning into a Portfolio Manager position. Someone who is solution focused, knowledgeable in the investment industry, motivated to cultivate and manage relationships with high net worth clients.PERKS:

• Extended Health Care Benefits
• Pension
• Share Purchase Plan
• Corporate Discount Plans
• Social Events
• Summer Hours
• 3 Weeks Vacation
• 3 Wellness Days
• Hybrid Working Environment
• Excellent support in providing industry-leading training to help you succeed in your role
• Community involvement opportunities
• Great recognition: kudos, all-star program, rising star, and the circle of excellence
• Leadership teams that know your name

Responsibilities

• Build and maintain relationships with high net worth clients
• Manage and maintain client annual review schedule keeping stakeholders informed
• Effectively manage marketing efforts for Private Wealth sales including with Advisor recognition and rewards
• Prepare proposals and accompanying investment policy statements
• Keep internal stakeholders informed of the progress of client’s business and program details
• Facilitate on-site events including Accreditation and Due Diligence for new advisors
• Identify and propose improvements to the Private Wealth program utilizing a continuous improvement approach
• Managing internal department sales, pipeline reporting, and expense filing

Skills Required

• English at a professional level (spoken/written)
• Proven creative problem-solving approach and strong analytical skills
• Proficiency with Morningstar Direct, Salesforce or other CRM software is an asset
• Proficiency in Office 365
• Relationship-building skills with a commitment to establishing long-term relationships
• Ability to acknowledge and own inquiries through to resolution
• Exceptional verbal and written communication skills with ability to effectively communicate with various audiences at all levels of the organization
• Process-driven with ability to use strong organizational skills
• Ability to prioritize and multitask effectively to deal with tight deadlines and competing priorities in a fast-paced environment
• Ability to think critically and use sound judgment

Qualifications

• Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP) designation is an asset

Experience Requirements

• 5+ years financial services experience specifically investment management and/or retail advisor experience with offering managed money

Education Requirements

• Bachelor’s degree, preferably with a specialization in business or marketing or a related field

Expected salary

$200000 per year

Location

Mississauga, ON

Job date

Fri, 07 Jun 2024 03:27:56 GMT

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