Under the supervision of the Senior Vice President, Private Porfolio Manager, Private Wealth, the Vice President, Investment Counsellor will leverage his / her professional reputation and active community engagement efforts to develop new business opportunities and maintain existing relationships with high net worth (HNW) clients.
As part of your duties, you will have the following responsibilities :
Build and maintain strong relationships with HNW clients by providing superior, proactive service and helping them establish investment objectives, investment policy and design a customized investment implementation strategy designed to suit their lifestyle objectives;
Develop a comprehensive business plan in identifying new business leads through referrals from centres of influence in the business community and personal relationships;
Collaborate with other team members in the servicing of clients and business-building strategies;
Effectively communicate the firm’s investment strategy and investment results in investment portfolio reviews;
Keep abreast of financial market developments, investment industry trends and issues;
Counsel clients on wealth management issues and provide referrals to wealth management partners in the firm.
EDUCATION / ACCREDITATION :
Bachelor’s degree in Business Administration, Commerce or related field;
CFA and / or CIM designation;
A minimum of 5 years of relevant experience in Private Banking, Wealth Management, or Portfolio Management;
Strong networking skills with established relationships in the market;
Expert knowledge of the investment industry and financial markets;
Previous experience with and in-depth product knowledge of non-traditional investment products, an asset;
Exemplary interpersonal skills;
Must be a self-starter, goal and achievement driven;
Excellent industry reputation based on credibility, integrity and a strong work ethic;
Versatility, team spirit and high energy level;
Ability to demonstrate initiative and accept personal accountability.