Experienced Portfolio Manager for High-Net-Worth Clients

BCV Asset Management Inc. is searching for an Experienced Portfolio Manager to lead client portfolio strategy and foster strong relationships in Winnipeg. Join a collegial team dedicated to investment excellence.

As a new member of BCV, you will engage with high-net-worth families while crafting tailored portfolios that effectively integrate equity and fixed income. This role emphasizes deep sector expertise and demands skillful communication of investment strategies. Contribute to investment decisions and compliance oversight within a collaborative environment.

Key Responsibilities:

• Generate innovative investment opportunities across various sectors

• Oversee and enhance portfolio strategies for clients

• Produce detailed reports to communicate investment positions

• Build strong referral channels through effective networking

• Maintain compliance and risk management for portfolios

Requirements:

• Experience in managing portfolios for affluent clients

• Chartered Financial Analyst designation or CFA Level 2 candidacy

• Strong accountability and relationship-building skills

• Adept in using Microsoft Office and financial tools

• Familiarity with compliance processes in portfolio management

Utilize your expertise in a role that values portfolio strategy and relationship development at BCV.
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