Senior Manager, Private Wealth Advisory

2 months ago

Vancouver, British Columbia, Canada KPMG-Canada Full time
About the Role

We are seeking a highly skilled and experienced Senior Manager to join our Family Office Services team in KPMG Canada. As a key member of our team, you will be responsible for providing expert advice and guidance to our Ultra High Net Worth (UHNW) and family office clients on all financial matters, including portfolio review, asset allocation, investment policy statements, investment manager due diligence, financial education, and investment reporting/monitoring.

Key Responsibilities
  • Advise clients on strategic wealth and investment issues, including portfolio review, asset allocation, investment policy statements, investment manager due diligence, financial education, and investment reporting/monitoring.
  • Assist in client relationship management, managing client investment needs and providing exceptional client service.
  • Support in content development, including client and prospect presentation books, request for proposals, and other investment-related analyses.
  • Work with the Wealth/Investment Strategy leader on investment due diligence, benchmarking, strategic asset allocation, and investment oversight of external advisors.
  • Collaborate with the Wealth & Investment Strategy leader to offer advice on optimizing cash flow and the overall structure.
  • Gain a deep understanding of the investments and a general understanding of the fiscal, legal, and accounting implications.
  • Act as the project manager for Family Office engagements and coordinate various client-related moving parts to ensure timely responses and delivery.
  • Help to maintain client prospect lists, pipeline reports, and other business development/leadership update reports.
Requirements
  • Bachelor's or master's degree in Finance, Commerce, Business, or Accounting.
  • CFA, CFP, CPA, CGA, or CIM designations are a plus.
  • 8+ years of client-facing/relationship management experience with a focus on wealth and investment strategy.
  • Broad knowledge of multiple asset classes.
  • Experience with various investment industry structures, players, and business models.
  • Prior experience in an investment advisory or financial planning role is an asset.
  • Prior experience working with a Family Office or professional services organization in a similar role is an asset.
  • Experience with ESG criteria and/or Impact investing is a plus.
  • Ability to synthesize large quantities of complex data into meaningful insights for the client.
  • Ability to work and effectively communicate with senior-level business partners.
  • Excellent business judgment, analytical, and decision-making skills.
  • Strong demonstrated use of Excel, Word, and PowerPoint.
  • Strong interpersonal/facilitation and client relationship management skills.
  • Has an eagerness to learn and help grow the practice.
  • Strong familiarity with KPMG service lines and strong network within professional services is an asset.
  • Ability to work strategically and collaboratively across functions/groups.
  • Effective, versatile, and action-oriented.
About KPMG Canada

KPMG Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive, and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG Canada as your employer of choice.

Our Values

We live by our values of Integrity, Excellence, Courage, Together, and For Better. We strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best.

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