Discretionary Portfolio Manager

Position: Discretionary Portfolio Manager Role
Elevate your career as a Portfolio Manager focusing on client advisory and discretionary portfolio management.

This role offers real client ownership without the burden of a pre-existing book.

In this position, you'll manage a diverse clientele across mass affluent to ultra-high-net-worth segments. Collaborate closely with the Chief Investment Officer while maintaining compliance and delivering exceptional portfolio reviews. Your impactful contributions will shape investment strategies and deepen client relationships, ensuring a highly collaborative environment.

Key Responsibilities:

• Manage discretionary portfolios utilizing active and passive strategies

• Deliver high-quality portfolio reviews and client communication

• Collaborate with planning, investments, and operations teams

• Contribute to discussions on portfolio strategy

• Ensure compliance with regulatory standards

Requirements:

• 3–5 years in portfolio management or senior wealth advisory

• Licensed as a Portfolio Manager with the OSC

• CFA or CIM designation required

• Strong foundation in investment strategies

• Proven client relationship management skills

Step into this high-impact role, making a tangible difference for clients.
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