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Portfolio Manager
2 months ago
We are seeking a highly skilled and experienced Investment Associate to join our team at Company 116 - Manulife Investment Management Limited. As an Investment Associate, you will play a key role in supporting our Investment Counsellors in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement.
Key Responsibilities- Perform various day-to-day administrative tasks, demonstrating a commitment to exceptional client service and contribution to team goals.
- Regularly liaise with custodian and with other departments with regards to various client matters, establishing a strong collaborative relationship and sharing useful 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 all required presentation material in a timely manner. This includes the creation of financial plans in partnership with IC, focusing on proactive and effective client service support.
- Construct custom reporting and portfolio strategies for quarterly reviews or as required, demonstrating a positive client-centric and collaborative communication approach.
- Under the supervision of the investment counsellor, deliver client advice and recommend portfolio strategies including training based on client IPS, contributing to strategy initiatives.
- Answer various 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, request for new account openings, and general questions about the firm and our services. All responses should emphasize effective and proactive client service support.
- 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.
- 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.
- Values-first culture: We lead with our Values every day and bring them to life together.
- Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
- Continuous innovation: We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.
The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
