Client Portfolio Manager

2 weeks ago

Montreal, Quebec, Canada Richter Full time

About the Role

Richter is seeking a skilled Client Portfolio Manager to join our team. As a Client Portfolio Manager, 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, acquire new clients, and navigate the unique financial and personal challenges facing business families.

Key Responsibilities

  • Act as the primary point of contact for clients relating to account requests or problem resolution;
  • Understand the distinct financial needs of each client and develop an investment strategy that is tailor-made to their unique circumstances;
  • Leverage knowledge of financial strategies to provide investment advice to clients as required;
  • 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 members of the 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;
  • Leverage strong interpersonal skills to navigate difficult conversations with extended client family and effectively communicate the wider range of services offered by the firm;
  • Help to expand business and participate in prospecting meetings with potential clients and preparing proposals.

Requirements

  • At least 5-7 years of experience in portfolio management;
  • Bachelor of Commerce degree with Accounting or Finance major;
  • CFA or CIM designation and registration as a Portfolio Manager;
  • 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.

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, Richter has developed an integrated approach to help business owners find sustainable success.

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.

What Richter Offers You

  • Competitive group benefits, including 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.

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