At a Glance
- Tasks: Manage client portfolios and conduct comprehensive KYC reviews for high-net-worth individuals.
- Company: Join Bellwether, a value-driven investment management firm focused on client success.
- Benefits: Competitive salary, performance bonuses, hybrid work model, and employer-matched savings plan.
- Other info: Inclusive environment with opportunities for professional growth and development.
- Why this job: Make a real impact in wealth management while collaborating with talented professionals.
- Qualifications: 3-5 years of investment management experience and strong communication skills.
The predicted salary is between 82800 - 101200 $ per year.
Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling career in a supportive and inclusive environment.
Job Summary
The Portfolio Manager is an experienced, client-centric professional joining our investment management team, with a strong track record in managing client relationships, conducting Know-Your-Client (KYC) reviews, and navigating compliance requirements. The Portfolio Manager will be accountable to manage our proprietary funds and strategies as well as implementing these tailored strategies across client portfolios.
Key Responsibilities
- KYC Lifecycle Management & Annual Reviews: Conduct comprehensive annual reviews for high-net-worth individuals and families, assessing and documenting the client’s KYC profile, investment objectives, time horizons, liquidity needs, and risk tolerance.
- Advisor & Client Onboarding Integration: Support the seamless onboarding of new advisors by articulating our investment offerings and value proposition, leading the initial discovery and KYC documentation process.
- Financial Planning Integration: Utilize advanced wealth planning software to build tailored wealth plans that integrate a client’s KYC data with financial planning and long-term goals.
- Proactive Engagement & Committee Collaboration: Participate in investment team meetings to contribute market insights and help shape core portfolio mandates.
- Discretionary Portfolio Execution & Rebalancing: Manage cash flows, execute trades, and rebalance client accounts in accordance with established Investment Policy Statements (IPS).
- Compliance, Audit Readiness & Risk Mitigation: Ensure all client account files and communication logs adhere to provincial securities commission guidelines and internal compliance standards.
Qualifications
- Registration Status: Must be currently registered as an Advising Representative (AR) with a provincial securities commission.
- Alternative Credentialing: Candidates who are not currently registered but hold the CFA Designation will be considered.
- Experience: 3–5 years of relevant investment management and industry experience.
- Core Competencies: Strong communication and presentation skills, with the ability to interact effectively with high-net-worth clients.
- Team Dynamics: Thrives in a collaborative environment by sharing feedback and supporting the broader team.
Compensation & Working Conditions
This role offers a competitive annual base salary, discretionary performance bonus, and a competitive group benefits program. Hybrid work model, with a minimum of 3 days per week in the office.
Bellwether is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.
Portfolio Manager in Oakville employer: Bellwether Investment Management
At Bellwether, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work culture, where every Portfolio Manager can thrive. Our commitment to employee growth is evident through collaborative projects and the opportunity to make a meaningful impact on affluent clients' lives. With competitive compensation, a hybrid work model, and a focus on innovation, Bellwether is the ideal place for professionals seeking to advance their careers while contributing to a values-driven organization.
Contact Details:
Bellwether Investment Management Recruitment Team
