Senior Manager, Wealth and Investment Strategy
1 month ago
At KPMG, we're seeking a seasoned professional to join our team as a Senior Manager, Family Office. As a trusted advisor to ultra-high net worth families and their businesses, you'll provide expert guidance on wealth and investment strategies, helping our clients achieve their financial goals.
Key Responsibilities- Develop and implement comprehensive wealth and investment strategies for high net worth families and their businesses.
- Provide expert advice on portfolio management, asset allocation, and investment policy statements.
- Conduct due diligence on investment managers and provide recommendations to clients.
- Collaborate with clients to develop and implement financial education and investment reporting/monitoring programs.
- Manage client relationships and provide exceptional service to ensure client satisfaction.
- Bachelor's or master's degree in Finance, Commerce, Business, or Accounting.
- 8+ years of client-facing experience with a focus on wealth and investment strategy.
- Broad knowledge of multiple asset classes and experience with various investment industry structures, players, and business models.
- Prior experience in an investment advisory or financial planning role is an asset.
- Strong analytical and decision-making skills, with the ability to synthesize complex data into meaningful insights.
- Excellent communication and interpersonal skills, with the ability to work effectively with senior-level business partners.
KPMG is a global professional services firm that provides audit, tax, and advisory services to clients around the world. Our Family Office services team is dedicated to helping high net worth families and their businesses achieve their financial goals through expert guidance and support.
Our ValuesAt KPMG, we value integrity, excellence, courage, and teamwork. We're committed to creating a respectful and inclusive workplace that allows all of our people to reach their full potential.
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Senior Manager, Wealth
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Vancouver, British Columbia, Canada KPMG-Canada Full timeAbout the RoleKPMG 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...
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Senior Investment Director
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