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Job Overview
Job Description Job Description PORTFOLIO MANAGER, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20 years’ experience in independent portfolio management with assets under management of $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is currently seeking a Portfolio Manager who specializes in Client Relationship Management. We are transforming our business and experiencing significant growth and as a result SIWM is looking fo…
What you'll do
- Manage client portfolios
- Maintain and develop client relationships
- Support business transformation and growth initiatives
- Provide portfolio management services
What you'll need
- Portfolio management experience
- Client relationship management expertise
- Experience in wealth management
- Ability to manage client portfolios
About the Company
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