Assistant Branch Manager coaching Advisors in financial industry at RBC. Achieving sales objectives while promoting digital solutions and engaging team development.
About the role
- Portfolio Manager responsible for managing investment portfolios for high net worth clients. Ensuring compliance and providing personalized financial advice at TIAA.
Responsibilities
- Oversee investment portfolios for high net worth clients
- Recommend portfolio adjustments based on market trends
- Maintain relationships with clients and provide personalized advice
- Ensure compliance with regulatory standards
Requirements
- 5+ years of experience in investment management
- Strong knowledge of asset allocation strategies
- FINRA Registrations
- University degree preferred
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
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