Investment Associate, Private Wealth
Core
Client-focused investment associate supporting high-net-worth clients with tailored advice, portfolio management, and sales within a full-service advisory platform.
Role type
Investment Associate (Private Wealth)
Builds
Client relationships, investment portfolios, and business growth for high-net-worth individuals and families.
Domain
Private Wealth / Investment Advisory
Deliverable
client delivery
Required skills
Investment product knowledge, portfolio construction, client relationship management, sales and business development, financial planning, regulatory compliance, data analysis
Preferred skills
CIRO registration, proactive selling techniques, risk management, team collaboration
Technologies
Databases, portfolio reporting tools, financial planning software
Responsibilities
Assess client investment needs and provide customized advice; execute sales and business development activities including prospecting and networking; prepare and execute client portfolio reviews and financial plans; manage databases and support analysis; coordinate fees and escalate complex client situations; support business planning and strategy execution.
Seniority
Mid-level, hands-on IC