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McNeill Nakamoto Recruitment Group Logo

Portfolio Manager

Reference ID: 4337
Banking, Finance and Insurance
Full Time
Burnaby, BC     
North Vancouver, BC     
Vancouver, BC     

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Portfolio Manager

Our client is an established financial firm with a strong reputation for their exceptional client service and strong financial results. Currently, they are seeking an entrepreneurial and strategic investment expert to join their team as a Portfolio Manager to provide client servicing and relationship development and ensure clients' goals are met through effective portfolio management.

Location: Vancouver, BC


  • Build and maintain excellent client relationships within book of business and achieve business development targets through various marketing initiatives
  • Work towards annual goals through effective planning and strategy development in liaison with leadership team
  • Actively manage investment portfolio based on client needs assessments and provide aligned investment solutions
  • Provide client servicing through regular follow-up and deliver communication regarding the firm's investment goals
  • Leverage external industry connections, such as financial planners and legal professionals, to ensure clients' needs are successfully met
  • Ensure investment procedures and administration meet regulatory, compliance and policy standards


  • Minimum 5 years' experience working in portfolio management or similar role in investments; financial planning experience is an asset
  • CFA or CIM; must be licensed as Discretionary Portfolio Manager
  • Excellent interpersonal and relationship management skills to build, develop and maintain client base, especially in wealth management
  • Strong industry knowledge and ability to stay abreast of industry trends
  • Service and solutions focused
  • Hardworking, dedicated and committed to team collaboration
  • Ability to perform and deliver responsibilities with high level professionalism and integrity

Individuals meeting the criteria above are encouraged to visit and click the "APPLY" button.

Alana Savage can be reached at 604-662-8967 ext. 103 in confidence. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.


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Posted: November 28, 2016
Closes:January 27, 2017
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About McNeill Nakamoto Recruitment Group

Good enough, isn't.

Finding professionals with the requisite skills is easy. Learning about the person behind the professional is more challenging. At McNak we recruit for the financial,...