Senior Portfolio Manager - TD Wealth Family Office
TD Bank Group(23 hours ago)
About this role
The role involves managing and advising ultra-high-net-worth clients on their investment portfolios within TD Wealth Family Office. The position requires a deep understanding of complex client needs, asset classes, and wealth management strategies to provide personalized service and strategic guidance.
Required Skills
- Portfolio Management
- Relationship Management
- Investment Advice
- Asset Allocation
- Financial Planning
- Wealth Management
- Client Service
- Asset Classes
- Capital Markets
- Financial Research
Qualifications
- CFA
- CIM
About TD Bank Group
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