Bilingual Investment Associate
1 week ago
We are seeking a highly skilled and experienced professional to join our team as a Bilingual Investment Associate. As a key member of our investment team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.
Key Responsibilities- Assist in the construction and implementation of customized investment strategies for high-net-worth clients.
- Manage and monitor client portfolios on an ongoing basis, ensuring that they are aligned with their investment goals and risk tolerance.
- Provide exceptional client service and support, including responding to client inquiries and resolving any issues that may arise.
- Collaborate with other members of the investment team to ensure that clients receive comprehensive and coordinated service.
- Stay up-to-date with market trends and economic conditions, and provide insights and recommendations to clients as needed.
- University degree in a relevant field, such as business or economics.
- Chartered Financial Analyst (CFA) designation or equivalent experience.
- Minimum of 5 years of experience in the investment industry, with a focus on high-net-worth clients.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to think critically and make sound investment decisions.
- A competitive salary and benefits package.
- The opportunity to work with a leading financial services company and contribute to the growth and success of our business.
- A dynamic and supportive work environment, with opportunities for professional development and advancement.
Manulife is a leading international financial services group that helps people make their decisions easier and lives better. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions. Our global headquarters is located in Toronto, Canada, and we operate in Asia, Canada, and Europe, and primarily as John Hancock in the United States.
We are committed to fair recruitment, retention, advancement, and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, color, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Montreal, Quebec, Canada Manulife Financial Corporation Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support is a key position within Manulife Private Wealth, responsible for ensuring the client experience meets the high standards of our business.Key Accountabilities:Provide exceptional client service and support to Investment CounselsEnsure seamless communication and coordination with internal...
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Montreal, Quebec, Canada Manulife Full timeJob SummaryThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a Bilingual Associate, you will play a vital role in ensuring that our high-net-worth clients receive exceptional service and support.Key ResponsibilitiesCollaborate with Investment Counselors to deliver personalized client...
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Montreal, Quebec, Canada Manulife Full timeJob SummaryThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a Bilingual Associate, you will play a vital role in ensuring that our high-net-worth clients receive exceptional service and support.Key ResponsibilitiesCollaborate with Investment Counselors to deliver personalized client...
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Montreal, Quebec, Canada Manulife Full timeJob SummaryThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a Bilingual Associate, you will play a vital role in ensuring that our high-net-worth clients receive exceptional service and support.Key ResponsibilitiesCollaborate with Investment Counselors to deliver personalized client...
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Montreal, Quebec, Canada Manulife Full timeJob SummaryThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a Bilingual Associate, you will play a vital role in ensuring that our high-net-worth clients receive exceptional service and support.Key ResponsibilitiesCollaborate with Investment Counselors to deliver personalized client...
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