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Client Portfolio Manager

1 month ago

Montreal, Quebec, Canada Richter Full time

About the Role

Richter is seeking a seasoned Client Portfolio Manager to join our team. As a key member of our Business | Family Office, you will be responsible for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen. You will develop individualized investment strategies for each client, leveraging your knowledge of financial markets and strategies to provide expert advice. Your primary focus will be on acquiring new clients, understanding their unique financial needs, and communicating the breadth of our services. You will also be responsible for promptly responding to client concerns or requests, navigating complex financial and personal challenges, and collaborating with our RFO team to ensure a holistic client experience.

Key Responsibilities

  • Act as the primary point of contact for clients relating to account requests or problem resolution;
  • Develop and implement individualized investment strategies for each client, leveraging your knowledge of financial markets and strategies;
  • Conduct research to stay current on the latest news and information affecting financial markets and the investment landscape;
  • Monitor client accounts for regulatory compliance and collaborate with our RFO team to ensure important statutory requirements and deadlines are met;
  • Assist in the maintenance of client information by promptly communicating changes in a client's circumstances to the relevant RFO team members involved;
  • Organize and participate in quarterly meetings with clients to review account performance and make recommendations that lead directly to portfolio growth or increased revenue for the firm;
  • Utilize strong interpersonal skills to navigate difficult conversations with extended client family and effectively communicate the wider range of services offered by our firm;
  • Help to expand business and participate in prospecting meetings with potential clients and preparing proposals;
  • Employ a variety of strategies and mediums to regularly communicate with prospective clients, either in person or through writing.

Requirements

  • At least 5-7 years of experience in portfolio management;
  • Bachelor of Commerce degree with Accounting or Finance major;
  • Must possess a CFA or CIM and be registered as a Portfolio Manager;
  • CAIA, CPA, or Financial Planner designation are desirable;
  • Strong knowledge of financial markets, strategies, and the investment landscape;
  • Strong knowledge of Canadian securities compliance and regulatory requirements;
  • Strong interpersonal skills and the ability to communicate complex and technical financial information in easy-to-understand terms;
  • French is a must, English is considered an asset;
  • Ability to effectively manage a personal schedule and prioritize multiple deadlines and deliverables;
  • Ability to leverage centres of influence and local business community to prospect new clients;
  • Ability to demonstrate active listening skills and leverage financial knowledge to recommend solutions;
  • Understanding of the unique complexities inherent with business family dynamics;
  • Ability to manage personal stress and maintain a calm demeanor when communicating with clients.

About Us

Richter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, we have developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, we are uniquely positioned to address the needs of Canada's most successful entrepreneurs, private clients, business owners, and business families and help them chart a clear path to shape their legacy for the future.

What We Offer

  • The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services;
  • The opportunity to develop your career with the direct support of your managers and firm partners;
  • A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey;
  • Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement.

What Richter Offers You

  • Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching;
  • Employee and Family access to virtual healthcare network;
  • Employee and Family Assistance Programs, including consultations with mental health professionals;
  • Annual Health & Well-being Program;
  • Hybrid work Environment;
  • Competitive Performance Bonus;
  • Tuition Reimbursement;
  • Professional Dues Reimbursement;
  • CFE leave financial support;
  • Academic Incentives;
  • Talent referral bonus;
  • Client referral bonus;
  • Access to an on-demand concierge nannying, babysitting, and tutoring service;
  • Annual employee rewards and recognition.