Senior Portfolio Manager- TD Wealth Family Office
TD Bank Group(18 days ago)
About this role
TD Wealth Family Office is seeking an experienced senior portfolio manager to oversee and tailor investment strategies for ultra-high-net-worth clients. The role involves building personalized portfolios, managing client relationships, and staying informed on market trends to deliver superior service in a private banking environment.
Required Skills
- Portfolio Management
- Client Service
- Asset Allocation
- Relationship Management
- Investment Strategy
- Financial Planning
- Asset Classes
- Wealth Management
- Capital Markets
- Market Research
Qualifications
- CFA or CIM
About TD Bank Group
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