Private Client Analyst
3 weeks ago
**Responsibilities**:
- Work closely with the Portfolio Manager (PM) in all facets of managing client
- Implement success standards and tools for managing interactions with clients
- Prepare presentation materials for the PM
- Prepare ongoing client portfolio analysis and business review materials for the PM
- Follow up on client review meetings and ad hoc requests
- Work on projects relating to the management of the client wealth
- Work with the rest of the PM’s team as a resource on various recurring tasks, including account documentation, account transfers, performance reporting and other client administration
- Work with third-party managers on the review and analysis of funds
- Work with and alert portfolio manager to client relationship enhancing opportunities
- Update and maintain client and portfolio management, tools and systems
- Maintain high standards and accuracy and client reporting
- Liaise with internal departments to strengthen the client experienc
- Maintain a good understanding of wealth planning strategies and advice to support client relationships
**Requirements**:
- Minimum 5 years industry experience as a Private Client Analyst or comparable role utilizing similar skill set or track record of managing client relationships
- Canadian Securities Course (CSC®) or experience utilizing similar skill set
- Personal Financial Planner®(PFP) designation or experience utilizing similar skill set
- Excellent proficiency in MS Office, MS Outlook, and portfolio management systems
- Personable and dynamic individual experienced in dealing with high net worth and high profile clients
- Reliable, resourceful and innovative team player
- Ability to multi-task various demands using superb organizational and time management skills
- Excellent verbal and written communication skills
Pay: $60,000.00-$90,000.00 per year
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Vision care
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: Hybrid remote in Toronto, ON
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