Financial Services Manager for Investment Growth
3 days ago
Company Overview
Fiduciary Trust International, a leading investment and wealth management firm, is seeking an experienced Branch Manager/Investment Fund Specialist to join our team. As a premier player in the industry, we offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra-high-net-worth individuals and families.
We are committed to growing and protecting wealth across generations, providing holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. Our investment managers, tax and estate planning professionals work together to deliver tailored solutions that meet our clients' unique needs.
Salary
The estimated annual salary for this position is around $120,000 - $180,000 CAD, depending on experience and qualifications.
Job Description
The successful candidate will be responsible for managing and growing an existing client book of business through proactive sales and client servicing. This includes identifying opportunities to deepen existing relationships and secure additional assets, ensuring clients receive high-level advice regarding investments and appropriate plan types.
Regulatory Compliance & Risk Management
The incumbent must ensure all transactions are executed in accordance with regulatory, client, and enterprise risk management expectations. Key responsibilities include remaining current on regulatory matters, proactively/reactively developing and implementing policies and procedures, and assisting in training and communicating such policies to Investment Fund Specialists.
Required Skills and Qualifications
To succeed in this role, you will need:
- Proven experience in financial services, preferably in investment management or wealth management;
- Strong understanding of regulatory requirements and industry best practices;
- Excellent communication and interpersonal skills;
- Bilingualism in French would be an asset.
Benefits
We offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as retirement savings plans and professional development opportunities.
Others
If you are a motivated and results-driven individual with a passion for financial services, please submit your application. We look forward to hearing from you.
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