Analyst/Associate - Wealth Management (Global Client Group)
Core
Provide relationship management and analytical support to grow existing relationships and develop new business for Dimensional's Canadian Wealth Management Group.
Role type
Analyst/Associate in Wealth Management
Builds
Portfolio analysis, marketing materials, and client service offerings for financial advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Analytical skills, quantitative problem-solving, relationship management, CRM system proficiency, Excel and Access
Preferred skills
Financial services experience, corporate environment experience, understanding of advisor industry practices
Technologies
CRM systems, Excel, Access
Responsibilities
Articulate complex investment principles to financial advisors, construct complex portfolio analysis, maintain accurate client records, partner with Senior Relationship Managers, develop investment-related marketing materials
Seniority
Entry-level to Junior, hands-on IC