Advance your career as a High-Net-Worth Portfolio Strategist at IG Wealth Management, specializing in client portfolio analysis. Experience a collaborative hybrid work workplace.
In this pivotal role, you will provide critical portfolio analysis and support for Advisors serving high-net-worth clients with investments exceeding $500,000. Your insights will help guide investment decisions through the meticulous use of analytical tools like Eikon and Morningstar. Collaborate within a dynamic team focused on enhancing client satisfaction and portfolio effectiveness.
Key Responsibilities:
• Perform in-depth portfolio assessments for high-value clients • Conduct client discovery and analysis meetings with Advisors • Prepare strategic recommendations and presentations for clients • Attend key client meetings regarding significant portfolios • Provide essential training for the National Sales Teams
Requirements: • Seven years in the securities field with relevant analysis experience • Secure a valid Securities License promptly • Hold a finance-related university degree or equivalent • Strong proficiency in investment analysis software • Excellent written and verbal communication in French and English
Utilize your analytical skills to transform client investment strategies at IG Wealth Management. #J-18808-Ljbffr