Opportunity Description
*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...
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...
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