About this opportunity
niche recruitment lists this HNW Portfolio Manager opportunity in little canada, Minnesota. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Sr/PM Job Summary Join a high performing, client centric, down-to-earth team with a growing $7B high net worth cross border wealth management firm. As a Sr/Portfolio Manager you will be part of a holistic planning, tax and investment team serving U/HNW $5-50M+ cross border clients. With a conservative long-term investment philosophy you are identifying the portfolio most closely aligned with the clients’ goals and developing a plan to smoothly transfer assets. This is a hybrid role based out of Toronto, in office 3 days. There are multiple positions available at different levels due to growth in the team, each candidate will be assessed based on their experience.
Primary Responsibilities
Client relationship management responsibilities for high net worth households.
Providing investment management and financial planning services in accordance with the clients’ needs.
Depending on experience, overseeing a support team potentially consists of an APM and client service associate.
Work alongside a team of financial planners, trust/estate specialists, life insurance specialists, and cross-border specialists.
Complete annual (at minimum) client portfolio management reviews which include the completion of Know your Client (KYC), AML/ATF, and FATCA compliance documentation.
Engaging with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements for individual clients.
Asset allocation modeling and developing transition plans to migrate existing legacy holdings of new clients to model allocations.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.