Private Wealth Analyst
Salary CAD75,000 - CAD95,000 per year
Consultant Feven Yeshanew
Date posted April 30, 2018First Canadian Place - 100 King St W, Suite 5600 Toronto, Ontario M6J 2X4 Robert Walters Canada
We have partnered with one of Canada’s pre-eminent wealth management firms with about $5-10 billion in AUM. They are looking for a dynamic and ambitious Private Wealth Analyst for this exciting client facing role. The ideal candidate would be holding a CFA/CIM or working towards the designation. The Private Wealth Analyst will be working closely with a team of senior professionals in the Client Wealth Management team.
- The analyst will assist the team in developing successful long-term relationships with high net worth private clients and institutional investors.
- Provide advice on asset mix structuring and pro-active reviews of asset mix and investment performance.
- The candidate must possess a passion for professional client service gained through related industry experience.
- The role requires strong attention to detail as the primary focus of the position is to analyze:
- current and prospective client financial information
- prepare investment recommendations to be utilized in client meetings.
- Exceptional analytical skills are paramount to the successful execution of this role.
- The analyst role involves direct client contact and as such requires superior relationship, communication skills and market knowledge.
- University degree (preferably in business)
- CFA or working towards the CFA designation
- Minimum 3 years of experience in the investment industry
- Exceptional analytical skills
- High degree of PC literacy and professional experience working with Excel and PowerPoint
- Above average communication skills (both verbal and written)
- Strong organizational skills with proven ability to multi task
- Strong presence with an ability to engender trust in client relationships
For further information, please submit your resume and contact feven.yeshanew@RobertWalters.com or phone on +1 416-644-8720