Lead Investment Consultant for Clients (Montreal)

Lead Investment Consultant for Clients (Montreal)

19 Aug
|
Willis Towers Watson
|
Montreal

19 Aug

Willis Towers Watson

Montreal

Join a high-performing team as a Senior Director, leading investment consulting for institutional clients. Drive superior client service and investment advice across various plans. As a significant member of the Client Service team, you will provide comprehensive consulting services, including investment objectives, asset allocation, and performance evaluation.

With your deep expertise, you'll ensure top-quality delivery and utilize your strong project management skills to lead diverse client teams.

Your role encompasses both relationship management and business growth in the Canadian investment market. Key Responsibilities:

- Oversee consulting engagements for OCIO clients
- Ensure quality and timeliness of client advice
- Collaborate with internal teams for client solutions
- Mentor junior team members for skill enhancement
- Manage project financials effectively Requirements:
- Undergraduate degree; professional designation preferred
- Minimum 15 years in investment consulting
- Robust client relationship management skills
- Excellent communication in French and English
- Capability to travel as needed Leverage your investment acumen to foster client relationships and support their financial objectives.

📌 Lead Investment Consultant for Clients (Montreal)
🏢 Willis Towers Watson
📍 Montreal

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