Senior Wealth Portfolio Manager

Lead tailored investment strategies at Bellwether using client relationship management and rigorous KYC reviews in a hybrid office model.

This experienced Portfolio Manager serves affluent individuals and families through Bellwether’s investment management team. The role manages proprietary funds, implements tailored strategies, and integrates KYC data with wealth planning. Success requires compliance awareness, communication, and portfolio execution expertise.

Key Responsibilities:

• Conduct annual KYC reviews for high-net-worth individuals and families
• Support advisor onboarding and transitioning client discovery
• Build structured wealth plans using advanced planning software
• Execute trades and rebalance accounts under approved IPS mandates
• Review exceptions and maintain audit-ready client records

Requirements:

• Current Advising Representative registration with a provincial securities commission
• CFA Designation considered for candidates requiring registration review
• Three to five years of relevant investment management experience
• Strong communication and presentation skills with high-net-worth clients
• Collaborative approach to feedback, listening, and team support

Apply portfolio execution, KYC expertise, and client communication skills while shaping tailored wealth strategies at Bellwether.