The Relationship Manager’s job is similar to that of Investment Advisors, however, Investment Counselors generally deal with clients who have very high net worth, or work with smaller institutional investors. They work directly with clients to provide advice on and implement a portfolio strategy plan which, in turn, is managed by a Portfolio Manager. Portfolio Management Relationship Managers are generally employed by investment management firms.
Avg Salaries from Canadian job sites
Below are the courses and credentials required and/or recommended for this career.