Investment Portfolio Manager at RBC PH&N (Edmonton)

Investment Portfolio Manager at RBC PH&N (Edmonton)

16 Sep
|
RBC
|
Edmonton

16 Sep

RBC

Edmonton

Elevate your career as an Associate Portfolio Manager with RBC PH&N; Investment Counsel in Edmonton, Canada. Your focus will be on client success through personalized investment strategies for high net worth individuals. In this vital position, you will work closely with seasoned Investment Counsellors to create bespoke investment approaches and address client inquiries.

Through effective portfolio management and communication, you will aim to enhance client satisfaction and loyalty while contributing to team objectives. Key Responsibilities:

- Proactively resolve client inquiries and issues
- Attend client meetings for relationship management
- Ensure timely communication with all stakeholders
- Assist in managing and rebalancing client portfolios
- Develop detailed client profiles for relationship building Requirements:
- Bachelor's degree in Economics or Business
- CFA designation essential
- Minimum 3 years’ experience in portfolio management
- 5 years of experience in finance or investment
- Strong cooperative skills and individual contribution Enhance client relationships and portfolio performance as an integral part of RBC's team in Edmonton.

📌 Investment Portfolio Manager at RBC PH&N (Edmonton)
🏢 RBC
📍 Edmonton

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