Lead Investment Consultant For Clients Montreal

Lead Investment Consultant For Clients Montreal

23 Aug
|
Willis Towers Watson
|
Montreal

23 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 solid 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; skilled designation preferred
Minimum 15 years in investment consulting
Solid 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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