Investment Counsellor, Manulife Private Wealth
Core
Provide discretionary private investment counselling and wealth planning solutions to High Net Worth individuals and families across Canada.
Role type
Senior IC Investment Counsellor
Builds
Customized multi-asset investment portfolios and comprehensive wealth management services
Domain
Wealth Management / Private Banking
Required skills
Discretionary investment management, portfolio construction, client relationship management, regulatory compliance (KYC/AML/FATCA), financial planning, open architecture strategy
Preferred skills
CFA or CIM designation, MBA, bilingualism (French/English), community networking
Technologies
Portfolio management software, Microsoft Office
Responsibilities
Develop customized investment portfolios, monitor and manage client portfolios in compliance with Investment Policy Statements, acquire new clients, rebalance portfolios, communicate investment philosophy, conduct annual client reviews
Seniority
Senior, hands-on IC