Investment Assistant, Private Wealth Management
Victoria, British Columbia, Canada
One of the largest leading independent wealth managers in Canada, Richardson Wealth offers the personal touch of a boutique firm with bulge bracket results and long-term wealth planning.Key support role for one of the largest wealth management teams on Vancouver Island (by AUA) in flagship office.Duties included:- Aided in the lateral transition of managed portfolios between institutions- Tasked with client financial appointments, portfolio performance reviews & analysis- Tasked with equity, fixed income & market trend research- Tasked with client & corporate onboarding, account opening, and asset transfers- Responsible for cash flow management, transfers & forecasting on client accounts- Personally responsible for onboarding +$45MM in client & prospect asset transfers-in- Aided in transfer & retention of +$500MM in client & prospect assets- Personally responsible for prospecting $450M for business development- Aided in marketing campaign management & client scheduling- Tasked with wire & EFT transfers, account rebalances & security buy/sells