Director Portfolio Mgr Senior

*DIRECTOR PORTFOLIO MGR SENIOR*
 
WHAT IS THE OPPORTUNITY?
Manage RBC Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals.
 
WHAT WILL YOU DO?
* Relationship Management
* Expand and deepen relationships with financial advisors and clients.
* Act in a leadership role and as technical resource for advisors.
* Ensure that advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Handle advisor and client communication. Serve as the central point of the relationship.
* Prepare client presentations.
* Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications.
* Facilitate and conduct individual meetings and presentations.
* Operate and represent Rochdale with the highest level of i...

Ready to Apply?

Submit your application today and join our talented team at City National Bank.

Submit Application