Orientador do Programa de Saúde gerenciando visitas e acompanhamento a pacientes da Unimed Porto Alegre. Focado em garantir a qualidade e segurança do paciente com melhorias contínuas.
About the role
- Investment Counsellor developing and implementing tailored investment strategies using MPW’s platform for high-net-worth clients. Collaborating with teams to manage client relationships and ensure compliance in investment practices.
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, dental, mental health, and vision insurance coverage
- Short- and long-term disability benefits
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness programs
- Employee/family assistance plans
- Retirement savings plans (including pension and global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program including holidays, vacation, personal, and sick days
- Full range of statutory leaves of absence
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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