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Senior Manager, Wealth

2 months ago

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

KPMG Canada is seeking a seasoned Senior Manager, Wealth & Investment Strategy to join our Family Office Services team in the Greater Vancouver Area.

This is an exceptional opportunity for a highly skilled professional to leverage their expertise and passion for wealth and investment strategy to deliver high-touch services to our ultra-high net worth (UHNW) family office clients and their families.

As a Senior Manager, you will act as a trusted advisor, providing strategic guidance on all financial matters, including portfolio review, asset allocation, investment policy statements, investment manager due diligence, financial education, and investment reporting/monitoring.

You will work closely with our Wealth & Investment Strategy leader to identify opportunities for growth and develop tailored solutions to meet the unique needs of our clients.

Key Responsibilities

  • Advise clients on strategic wealth and investment issues, including portfolio review, asset allocation, and investment policy statements.
  • Assist in client relationship management, managing client investment needs and developing strong relationships with UHNW families.
  • Support in content development, including client presentation books, request for proposals, and other investment-related analyses.
  • Work with the Wealth & Investment Strategy leader to conduct investment due diligence, benchmarking, and strategic asset allocation.
  • Collaborate with the Wealth & Investment Strategy leader to offer advice on optimizing cash flow and the overall structure of our clients' investments.

Requirements

To be successful in this role, you will need: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 experience with a focus on wealth & investment strategy.Broad knowledge of multiple asset classes.Experience with various investment industry structures, players, and business models.
About KPMG Canada

KPMG Canada is a proud equal opportunities employer and is committed to creating a respectful, inclusive, and barrier-free workplace that allows all of our people to reach their full potential. We welcome all qualified candidates to apply and hope you will choose KPMG Canada as your employer of choice.