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Wealth Management
Accountabilities:
- Advise clients with tailored investment strategies aligned to their financial goals.
- Build long-term client relationships through communication and portfolio reviews.
- Monitor portfolios to ensure ongoing alignment with client needs and market conditions.
Requirements:
- 5–10+ years of experience in investment counselling.
- CFA charter holder and/or CIM designation required.
- Demonstrated success in business development.
Benefits:
- Competitive total rewards and performance-based bonuses.
- Full benefits package, including health and wellness coverage.
- Generous annual vacation entitlement.
Jobgether
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.