Portfolio Manager, Wealth Management
Edmonton, AB – We are seeking a Portfolio Manager who is focused on relationships. Whether it be maintaining, building or developing relationships, this individual will pride themselves on their people skills. This includes working with clients to set realistic expectations and goals to build strong long term relationships. If you are motivated by business development through authentic communication and have a background in investment management this could be your opportunity to make your mark! Responsibilities: Building and maintaining relationships with discretionary investment clients and small institutional clients. Developing a business plan to support annual goals and objectives, then actively using this plan to monitor success and identify challenges. Achieving individual business development and net new targets via client referrals, CWB Group referrals, networking and other prospecting. Working with the team to develop marketing initiatives to achieve business development and new asse… – Permanent – Full-timeApply for this job.