Investment Counselor Role
As a professional in the financial industry, you have the opportunity to join a dynamic team and make a meaningful impact on the lives of high net worth individuals. Our organization provides discretionary portfolio management services for clients with significant assets.
Key aspects of this role include building long-term relationships, managing client portfolios, providing financial guidance, and advancing your knowledge through our comprehensive training program.
Key Qualifications:
* 5+ years' experience in the banking/wealth management industry
* Proven track record of managing complex client relationships
* Master's Degree in Finance or related field (preferred)
* Strong understanding of financial markets, concepts, and insurance principles
* Fluent French and English language skills
* Excellent communication and interpersonal skills
What We Offer:
* Advanced finance education and training
* Opportunities for career growth and advancement
* A collaborative and supportive work environment
Why This Opportunity Matters:
* The ability to make a positive impact on clients' financial lives
* The opportunity to work with a talented and dedicated team
* The chance to advance your skills and expertise in the financial industry
Qualification Summary:
* Financial Management Professional certification (preferred)
* Knowledge of financial software and systems
* Excellent analytical and problem-solving skills