Full-time Client Advisor for an Independent Wealth Manager

Job description:

We offer a position which has a high learning curve, you can work autonomously but within a dynamic and strong team.

Client relationship

• Shadow to Senior Relationship Managers on client relationships
• Prepare bespoke documents for clients i.e., performance attribution analysis, cash flow management, consolidation review, etc.
• Understand all asset classes (bonds, equities, structured products, Hedge Funds and Private Equity).
• Respond to specific clients’ requests (tax, investment, administrative).
• Prepare presentations and proposals for clients & prospects.
• Participate in portfolio reviews and rebalancing.
• Prepare orders for custodian banks.
• Send clients monthly reports.
• Prepare client management fees billing.
• Liaise with custodian banks & investigate daily recon breaks from the system.
• Interact with custodian banks to negotiate clients’ specific needs (loans, etc.).

Required Profile:

• Be a team player and authentic person
• Flexibility is key, we are too
• Fluent in English and French, additional languages are valued
• Experience of 10+ years in wealth management
• Capacity to work independently, sense of initiative
• Strong organizational skills and ability to work under pressure
• Strong knowledge of MS Office applications and Bloomberg
• High level of confidentiality

Start date:

• As soon as possible