Harbourfront Wealth Management
Wealth Management Private Client Associate
Job Description
Join Harbourfront Wealth as a Private Client Associate to excel in wealth management and client services. Support a dedicated Portfolio Management team in driving client success.
In the KJH Investors Private Wealth division, your role will be pivotal in managing high-net-worth relationships. This position involves investment strategy assistance, detailed client reporting, and comprehensive account management. An emphasis on client engagement and operational excellence is key to thriving in this role.
Key Responsibilities:
• Assist Portfolio Managers with client relationship tasks
• Prepare thorough presentations and portfolio reviews
• Manage client inquiries and attend to requests
• Execute trades and process various account transactions
• Maintain up-to-date client records and compliance
Requirements:
• At least 3 years of experience in private client services
• Canadian Securities Course completion advantageous
• Strong skills in Microsoft Office and...
In the KJH Investors Private Wealth division, your role will be pivotal in managing high-net-worth relationships. This position involves investment strategy assistance, detailed client reporting, and comprehensive account management. An emphasis on client engagement and operational excellence is key to thriving in this role.
Key Responsibilities:
• Assist Portfolio Managers with client relationship tasks
• Prepare thorough presentations and portfolio reviews
• Manage client inquiries and attend to requests
• Execute trades and process various account transactions
• Maintain up-to-date client records and compliance
Requirements:
• At least 3 years of experience in private client services
• Canadian Securities Course completion advantageous
• Strong skills in Microsoft Office and...