Elevate your career as a Portfolio Manager in our client-centric team, focusing on impactful asset allocation and client relationship management. Make a difference with your investment expertise and strategic thinking.
Our organization seeks an ambitious investment skilled with at least five years in the industry. This role demands a strong aptitude for business development and managing client portfolios reflecting their values. Candidates should possess exceptional interpersonal skills and present creative business growth strategies to attract new clients.
Key Responsibilities:
• Support the client portfolio management process
• Engage directly with clients to meet their investment objectives
• Participate in the firm's asset allocation strategies
• Establish strategies for business growth and client acquisition
• Build and manage a large client base effectively
Requirements:
• Minimum five years’ experience in investment management
• Advisors Representative (AR) status in Canada required
• Strong business development and sales capabilities
• Excellent communication and presentation skills
• Ability to build relationships and network successfully
Utilize your investment skill set to drive client success and contribute to our firm's growth.
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📌 Client-Focused Portfolio Manager Role (British Columbia)
🏢 Genus Capital Management
📍 British Columbia
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