Junior Wealth Relationship Manager
Junior Wealth Relationship Manager
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1 Vacancy
Job Description
ABOUT HUB INTERNATIONAL:
HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. With over 18000 employees in 500 offices throughout North America HUB has grown substantially in part due to our industry leading success in Mergers and Acquisitions.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and ShortTerm Disability Plans
- Supplemental Life and LongTerm Disability Options
- Comprehensive Wellness Program
- Paid Parental Leave
- Generous PTO Package Vacation Holiday Sick and Personal Time Off
- Great work/life balance because thats important for all of us!
- Focus on creating a meaningful environment through employee engagement events
- The ability to be a part of a motivated winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
SUMMARY:
As a Junior Wealth Relationship Manager at HUB International you will be a key part of our wealth management team providing support to senior wealth managers in managing and growing relationships with highnetworth clients. This entrylevel role offers the opportunity to learn and develop the skills needed to provide personalized financial advice investment management solutions and client services. You will gain exposure to a variety of financial products and wealth management strategies while receiving mentorship from experienced professionals in the field.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Client Relationship Support: Assist in maintaining and nurturing relationships with highnetworth clients by providing exceptional service and ensuring client needs are promptly addressed. Help manage communication with clients and participate in client meetings as needed.
- Portfolio Management Support: Assist senior wealth managers in monitoring and reviewing client portfolios. Ensure investments are aligned with clients financial goals and risk tolerance. Prepare reports and presentations to track portfolio performance and suggest adjustments when necessary.
- Financial Analysis & Reporting: Conduct research and analysis on market trends investment opportunities and client portfolios. Prepare detailed reports and performance summaries for client meetings and discussions.
- Administrative Assistance: Support the team with administrative tasks including scheduling meetings preparing client presentations documenting client communications and maintaining accurate and uptodate client records.
- Client Communication & FollowUp: Participate in client meetings taking notes following up on action items and ensuring that clients needs are addressed. Build a strong understanding of each clients objectives preferences and longterm financial goals.
- Learning & Development: Continuously expand your knowledge of wealth management financial planning investment strategies and regulatory compliance through training mentorship and handson experience.
- Compliance & Risk Management: Ensure that all client interactions documentation and investment activities comply with industry regulations and internal policies.
- Collaboration & Teamwork: Work closely with senior wealth managers analysts and other team members to deliver comprehensive financial solutions and ensure client satisfaction.
EDUCATION LICENSING OR CERTIFICATION REQUIREMENTS:
- Education: Bachelors degree in finance Economics Business or a related field.
- Licenses: Within 6 months of hire date will need to complete and pass the SIE and Series 65 exams. Other licenses such as a Series 7 Series 63 and the Life Accident & Health (LA&H) License should plan to be pursued posthire date
- Experience: Previous experience in a clientfacing role finance or wealth management (internships or previous work experience is a plus).
- Skills:
- Strong analytical skills with the ability to conduct research and interpret financial data.
- Excellent communication skills both written and verbal with the ability to interact confidently with clients and internal teams.
- Proficiency in Microsoft Office Suite (Excel PowerPoint Word).
- Ability to manage multiple tasks and prioritize effectively in a fastpaced environment.
- Strong attention to detail and organizational skills.
- Teamoriented mindset with the ability to collaborate across functions
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Manager
Employment Type
Full-Time
