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Job Details

Regional Head of Private Investment management

Job Number:
J0717-0068 - Full Time
Location:
Montreal, Quebec
Salary:
Open
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Regional Head of Private Investment management

Amazing job opportunity in asset management with an international bank, total comp: up to 350k

Title: Regional Head of Private Investment management
Industry: Wealth management
Location: Montreal, downtown
Position status: Permanent
Salary: 180-220k (base) + discretionary bonus, total: 300-350k

TO APPLY: Please create a profile online and send your resume to: Marius at m.mullerhoff@groomassocies.com

Company profile: Our client operates in over 50 countries with over 5000 offices worldwide. Due to the great performance, its unique strategy and the outstanding market positioning, our client has recently announced incredible growth across every facet of the company. From partnerships to penetrating new markets, the opportunities are limitless! Moreover, our client offers tailored and unique personal development programs.


Responsibilities:
• Provide leadership and coaching to Investment Counsellors and support staff, ensuring effective communication of corporate objectives, efficient and effective delivery of services in a compliant focused environment.
• Ensure adequate resources exist to fully support clients and employees are suitably qualified, trained and motivated.
• Develop business plans for Quebec, implement these plans and achieve established targets.
• Obtain new private investment management accounts either directly, through centres of influence or internal referrals
• Develop an Investment Policy Statement for each client, which outlines the client’s objectives, our mandate and any investment restrictions.
• Ensure the Portfolio Manager has incorporated client’s objectives in the portfolio and review client reports for adherence to client restrictions.
• Meets regularly with clients to review portfolio, investment returns, strategies taken and our investment outlook.
• Deliver fair outcomes for our clients and ensure own conduct maintains the orderly and transparent operation of financial markets.
• Achieve the business objectives by meeting client needs, ensure the delivery of a high quality product to bank clients which is consistent with bank values of putting clients first.
• Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with the bank’s or regulatory standards and policies; and optimize relations with regulators by addressing any issues.
• Ensure department and staff adhere to all audit, compliance and regulatory requirements.


Requirements:
•+8 years’ experience in relationship management and investment counseling for high net worth clients in Quebec.
• Demonstrated leadership experience in coaching and guiding a team of Investment Counsellors (sales management experience)
• Fully bilingual in French and English.
• CFA or CIM
• Registered as AR (full Advising Rep) with the AMF


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