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Bilingual Investment Associate
2 months ago
About the Role
We are seeking a highly skilled and professional individual to join our team as a Bilingual Associate Investment Counsellor. As a key member of our team, you will be responsible for assisting our Investment Counsellor in maintaining and growing existing client relationships, as well as participating in initiatives aimed at improving customer satisfaction and engagement.
Main Responsibilities
- Perform various administrative tasks, demonstrating a commitment to exceptional client service and contributing to team goals.
- Liaise with custodian and other departments regarding client matters, establishing a strong collaborative relationship and sharing ideas to enhance client servicing.
- Complete account opening documentation and efficiently manage the client onboarding process, ensuring a smooth transition and positive first impression for the client.
- Coordinate the investment counsellor's meetings with existing or prospective clients and prepare presentation material in a timely manner, including the creation of financial plans in partnership with IC.
- Construct custom reporting and portfolio strategies for quarterly reviews or as required, demonstrating a positive client-centric and collaborative communication approach.
- Deliver client advice and recommend portfolio strategies, including training based on client IPS, contributing to strategy initiatives.
- Answer email and telephone queries from clients and prospective clients, as well as their accountants or consultants, including instructions for contributions, withdrawals or transfers, requests for statement or portfolio reports, tax-related questions, and general questions about the firm and our services.
- Obtain ongoing account documentation from clients and maintain up-to-date client files, as per regulatory and compliance requirements.
- Familiarize yourself with Manulife's investment approach and stay abreast of the firm's strategy, ensuring alignment with client service excellence.
Requirements
- University degree, preferably in Business or Economics.
- Chartered Financial Analyst (CFA) designation preferred but will consider candidates who have completed level II of the program.
- Additional designations such as Certified Financial Planner (CFP) or Trust of Estate Practitioner (TEP) preferred.
- Minimum of 5 years of professional experience within the investment industry.
- Minimum of 3 years portfolio management experience, preferably with high-net-worth clients.
- Superior client relationship management skills.
- Exceptional written and verbal communication skills (English and French).
- Ability to communicate with clients about investment, economic, financial and taxation issues.
- Proficiency with Microsoft Office and ease in learning new IT tools, such as portfolio management systems and client relationship management databases.
What We Offer
- Values-first culture
- Boundless opportunity
- Continuous innovation
- Delivering the promise of Diversity, Equity and Inclusion
- Championing Corporate Citizenship
The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
