Client Portfolio Management Specialist

Manulife

Toronto, Canada
Base: $132,000.00 cad - $231,000.00 cad; bonus/equ...
Hybrid
Investment strategies and portfolios
Market and industry knowledge
Client and consultant communication
CPMS act as representatives of Manulife Investment Management’s investment teams, developing a thorough understanding of investment strategies and communicating firm capabilities to clients

Job Summary

  • CPMS act as representatives of Manulife Investment Management’s investment teams, developing a thorough understanding of investment strategies and communicating firm capabilities to clients.
  • Responsibilities include interpreting and disseminating investment strategy content, serving as an investment management contact, and supporting new business development.
  • Manulife offers a flexible environment with opportunities for learning and growth, recognizing and supporting employees in a diverse and inclusive culture.

Matching Summary

CPMS act as representatives of Manulife Investment Management’s investment teams, developing a thorough understanding of investment strategies and communicating firm capabilities to clients.

Salary

Base: $132,000.00 CAD - $231,000.00 CAD; Bonus/Equity: Incentive programs and incentive compensation tied to business and individual performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans, paid time off

Skills & Requirements

Must-have

  • investment strategies and portfolios
  • market and industry knowledge
  • client and consultant communication
  • fixed income asset class knowledge
  • analytical and presentation skills

Nice-to-have

  • empowerment for learning and growth
  • flexible and inclusive environment
  • shaping the future
  • collaboration across global teams

Key Requirements

  • Bachelor's degree in Economics, Finance or related field
  • Minimum of 5 years of experience
  • CFA and/or MBA preferred
  • Strong fixed income asset class, strategy and market knowledge
  • Excellent interpersonal skills
  • Understanding of sales & relationship management process
  • Strong analytical skills
  • Strong communication and presentation skills

Work Rights

Not specified

Tailored Resume

Cover Letter