Investment Consultant
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About The Role
A Consultant leads client relationships and also supports other Consultants with their client relationships. They work in a flexible fast-paced dynamic environment often balancing multiple tasks and projects simultaneously. The position is expected to meet tight deadlines deal with complex issues and assist with managing client and prospect expectations. The position can involve travel to visit client sites for meetings.
What Youll Do
Lead and manage client relationships by researching and developing tailored solutions.
Support other clients by assisting the Lead Consultant
Prepare and present clear well-structured reports and recommendations at client meetings.
Prepare responses to RFPs
Peer-review the work of colleagues and add client-specific insights.
Stay informed on industry regulations and governance impacting institutional clients.
Lead and execute projects to improve internal systems and technology.
Proactively identify issues and implement creative solutions.
Independently manage projects and coordinate with team members to ensure timely delivery.
Communicate and maintain strong relationships with Investment Managers Custodians and Recordkeepers.
Mentor and guide team members to support their growth.
Qualifications and expertise that pave the way for Success
Five or more years of experience working in investment consulting or a related field.
Bachelors Degree in Finance Economics Business Administration or a related field. A Masters degree (e.g. MBA MFin) is advantageous.
Professional designations or certifications like CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement) which demonstrate commitment to professional development and expertise in investments.
Strong knowledge of investment strategies asset allocation portfolio analysis risk management portfolio management and financial markets.
Advanced analytical abilities for reviewing interpreting and presenting complex data clearly to support clients in decision-making.
Skills in problem-solving and solution sourcing to manage diverse client needs and provide innovative approaches to evolving challenges. Strong interpersonal skills for client management and relationship-building with stakeholders and cross-functional teams.
Demonstrated initiative and proactive approach to identifying opportunities for operational improvements and supporting organizational goals.
Proficiency in investment analysis software (e.g. eVestment Morningstar Direct) and Microsoft Office Suite (Excel PowerPoint Word).
Elevate Your Career with HUB International
At HUB International we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process we encourage you to let us knowwere here to support you. At HUB building an inclusive workplace isnt just part of what we doits at the heart of who we are.
Service: Our Ethos
At HUB International service defines who we are. This dedication extends not only to our clients but also to our employees and the communities were proud to support. Our regional offices are actively engaged in local initiatives reflecting our commitment to giving back and making a meaningful difference.
When you join HUB youll find more than just a careeryoull become part of a team where your skills are valued your growth is encouraged and your contributions have a lasting impact.
Department SalesRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleWe 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:
Contract
Key Skills
- Sales Experience
- Trusts
- Financial Services
- Investment Experience
- Military Experience
- Banking
- Securities Law
- Relationship Management
- Customer relationship management
- RMF
- Financial Planning
- Wills
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
