Retail Consultant responsible for enhancing customer experience and achieving sales targets at Pandora's jewelry store in Cannes. Prior knowledge of Pandora products preferred with a focus on team collaboration.
About the role
- Investment Counsellor delivering tailored investment management and wealth planning solutions for high-net-worth clients. Collaborating with internal teams to enhance client service capabilities.
Responsibilities
- Develop and implement tailored investment strategies using MPW’s open-architecture, multi-asset platform.
- Proactively monitor and manage client portfolios in alignment with investment policy statements and industry best practices.
- Lead client acquisition efforts, collaborating with MPW sales directors and independent advisors to identify opportunities and onboard new clients.
- Drive business growth by strengthening client relationships and expanding Assets Under Management (AUM).
- Utilize advanced financial planning tools and technology to deliver comprehensive, customized wealth plans.
- Maintain a disciplined approach to portfolio rebalancing, risk assessment, and performance monitoring.
- Communicate MPW’s investment philosophy and risk management approach effectively to both existing and prospective clients.
- Ensure full compliance with all regulatory and internal policies, mitigating risk for clients and the firm.
- Collaborate with cross-functional teams to enhance service delivery, improve investment solutions, and optimize the client experience.
Requirements
- CFA designation, CIM designation or CFA candidate (TEP or CFP designations are considered an asset)
- Eligible for registration as an Associate Advising Representative or Advising Representative with the provincial securities commissions
- Minimum of 5 years of experience providing discretionary investment management services to high-net-worth clients.
- Undergraduate degree in Commerce, Finance, or a related field preferred (MBA or equivalent considered an asset).
- Deep expertise in global markets and investment strategies, with a strong understanding of portfolio construction, asset allocation, and risk management.
- Strong knowledge of regulatory frameworks, compliance best practices, and the operational infrastructure of private wealth management.
- Technologically proficient, with advanced skills in Microsoft Office and portfolio management tools.
Benefits
- Health insurance
- Dental
- Mental health
- Vision
- Short- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension)
- Global share ownership plan with employer matching contributions
- Paid time off including holidays, vacation, personal, and sick days
- Statutory leaves of absence
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Sales advisor at BMW Group responsible for managing customer sales processes and administrative tasks. Focused on ensuring customer satisfaction and optimizing commercial space.
Sales Assistant managing vehicle sales administrative tasks for BMW Group in Paris. Engaging with clients and presenting vehicle options while ensuring administrative compliance.
Inpatient Financial Counseling Specialist providing benefit education and validating patient liabilities at Ensemble Health Partners' facility. Performing tasks ensuring regulatory compliance and patient engagement in collections.
Conseiller / Conseillère supporting clients in insurance in Switzerland. Developing client portfolios and providing tailored solutions with a focus on customer needs.
Business Analyst and project support in banking - related projects with a focus on operations and risk management. Engaging in team collaboration and client interaction for successful outcomes.
Business Consultant focusing on banking projects in a hybrid work environment. Role involves various tasks including project management, data processing and support in banking operations.
Legal Advisor specializing in marriage and inheritance law at coni + partner AG. Conducting consultations and creating legal documents in a hybrid work environment.
Counselor providing support and advocacy for girls and nonbinary youth in a gender - responsive program. Engaging youth in individual sessions and collaborative activities to foster positive change.
SUD Counselor supporting individuals with mental illness and addictions in Ohio. Provides assessments, counseling, and case management for recovery support.