Step into a rewarding role as an Associate Portfolio Manager, focusing on high-net-worth relationships and growing your investment acumen. This position supports a vibrant and inclusive investment management culture.
Ideal candidates are those on the pathway to portfolio management, bringing strong investment knowledge and relationship management skills. Collaborate with senior team members to develop effective investment strategies and support client goals. Your drive for excellence will contribute to a seamlessly integrated wealth management practice.
Key Responsibilities:
• Assist in acquiring and managing high-net-worth clients
• Develop strategies that align with business objectives
• Record and maintain comprehensive client documentation
• Engage in ongoing client communications and advice
• Collaborate with internal teams for comprehensive support
Requirements:
• AAR licensed with relevant regulatory knowledge
• Interest in pursuing CFA or other des...