About this opportunity
niche recruitment lists this Hybrid HNW Portfolio Manager – Toronto (Cross-Border) opportunity in little canada, Minnesota. Review the employer’s description below for duties, qualifications and application requirements.
Job description
niche recruitment seeks a Sr/Portfolio Manager to join a high-performing cross-border wealth management team serving UHNW clients. You will identify the portfolio closest to clients' goals and develop a plan to smoothly transfer assets, working with planning, tax and investment specialists.
The role is hybrid, based out of Toronto, with in-office 3 days per week and multiple levels available based on experience.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.