Overview
Portfolio Management Associate Jobs in Vernon, Canada at Wellington-Altus
Position: Portfolio Management Associate Role
Join Wellington-Altus in Vernon as an Investment Associate, where you can directly influence client satisfaction and engage in portfolio management. This role is key to coordinating services and managing client communications.
As part of Harper Private Wealth, you will help streamline portfolio administration while building strong relationships with high-net-worth clients. The role involves processing trades, ensuring compliance, and facilitating client interactions. Successful candidates need to exhibit initiative and proficiency in client engagement and administrative efficiencies.
Key Responsibilities:
• Manage client inquiries and service requests
• Execute and document account transactions
• Ensure compliance and KYC documentation is current
• Organize materials for client meetings
• Continuously learn about investment products
Requirements:
• Relevant degree in finance or business
• Experience in wealth management preferred
• CIRO registration as an Investment Representative required
• Excellent organizational and problem-solving skills
• Ability to manage competing priorities effectively
Bring your organizational skills and client-focus to support the Wellington-Altus mission.
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Title: Portfolio Management Associate
Company: Wellington-Altus
Location: Vernon, Canada
Category:
