Position title
Senior Wealth Manager/Analyst
Description
We are seeking a highly skilled Senior Wealth Manager/Analyst to work directly with an individual client in managing and optimizing their personal wealth. This position is ideal for a seasoned professional with experience managing high-net-worth portfolios and providing tailored financial advice.
The Senior Wealth Manager/Analyst will be responsible for developing and executing customized wealth management strategies, overseeing investment portfolios, and providing guidance on complex financial decisions. The ideal candidate will have a deep understanding of the client's unique financial goals and aspirations, ensuring that every recommendation and action aligns with their long-term objectives.
Responsibilities
- Build and maintain long-term relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and preferences.
- Conduct regular client meetings to review and adjust financial strategies based on goals, market conditions, and life changes.
- Provide personalized, timely financial advice to help clients achieve their financial objectives.
- Analyze financial markets, asset classes, and investment opportunities to design diversified, optimal portfolios.
- Monitor and adjust investment portfolios based on market conditions, client needs, and risk factors.
- Perform portfolio performance analysis to ensure alignment with clients' goals and risk profiles.
- Develop comprehensive financial plans including retirement, tax, estate, and insurance planning.
- Create cash flow projections and asset allocation models to meet clients' financial goals.
- Optimize tax and estate planning strategies to maximize wealth preservation and transfer.
- Conduct in-depth research on financial markets, trends, economic data, and emerging investment opportunities.
- Stay informed about regulatory changes, tax laws, and market developments impacting wealth management.
- Ensure all financial advice and investment activities comply with relevant regulations and policies.
- Review portfolios regularly to identify and mitigate potential risks.
- Mentor and guide junior analysts or associates within the team.
- Collaborate with cross-functional teams, including tax and legal advisors, to provide well-rounded financial advice to clients.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or a related field. A Master's degree or MBA is a plus.
- Professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent are highly preferred.
- 5+ years of experience in wealth management, financial planning, or a related field, with a proven track record of managing high-net-worth client portfolios.
- Strong analytical and financial modeling skills.
- Excellent communication and interpersonal skills, with the ability to build and maintain long-term client relationships.
- In-depth knowledge of investment strategies, tax laws, and financial products.
- Proficiency in financial planning software and portfolio management tools.
- Client-centered approach with strong ethics, integrity, and confidentiality.
- Ability to manage complex financial situations and perform well in high-pressure environments.
- Strategic thinker with strong problem-solving skills and attention to detail.
Hiring organization
Employment Type
Full-time
Job Location
Montreal
Base Salary
$80,000-$90,000
Date posted
13 February 2025
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