Overview
Onsite Investment Associate Focus Wealth Management Services Jobs in Vancouver, Canada at Odlum Brown Limited
Position: Onsite Investment Associate with Focus on Wealth Management Services
Aspire to excel in your career as an Investment Associate in a vibrant investment team. This role focuses on discretionary portfolio management and enhancing client experiences through tailored wealth management strategies.
You’ll collaborate closely with investment professionals, conducting market research and drafting presentations. Your responsibilities will include assisting with trading, maintaining client files, and coordinating with accountants for year-end tax filings. Develop relationships while identifying opportunities for asset consolidation and client referrals, driving growth for the firm and its clients.
Key Responsibilities:
• Conduct in-depth investment market research
• Assist with client portfolio rebalancing and trading
• Prepare materials for client meetings
• Support onboarding processes and answer inquiries
• Maintain comprehensive client records in CRM
Requirements:
• Strong research and analytical skills
• Client management and communication experience
• Familiarity with Salesforce CRM or similar
• Knowledge of financial and investment principles
• Commitment to working onsite five days a week
Grow your investment career by delivering outstanding service and insightful analysis to clients and stakeholders.
#J-18808-Ljbffr
Title: Onsite Investment Associate Focus Wealth Management Services
Company: Odlum Brown Limited
Location: Vancouver, Canada
Category:
