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Harbourfront Wealth Management
Private Client Associate at Harbourfront WealthHarbourfront Wealth Management • Winnipeg, Canada
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Private Client Associate at Harbourfront Wealth

Private Client Associate at Harbourfront Wealth

Harbourfront Wealth Management • Winnipeg, Canada
8 days ago
Job type
  • Full-time
Job description
Drive client relationships at Harbourfront Wealth as a Private Client Associate. Support a team of Portfolio Managers while delivering exceptional service in wealth management.

Join the KJH Investors Private Wealth team at Harbourfront Wealth, where you will assist in managing high-net-worth client accounts. This role requires strong client service, investment support, and operational efficiency. Your professionalism and client-first approach will be essential in a dynamic environment focused on growth and excellence.

Key Responsibilities: • Collaborate with Portfolio Managers on client relationship tasks • Prepare client-facing materials like presentations and updates • Manage client meeting follow-ups and ad hoc requests • Assist with investment strategy and wealth management projects • Process account transactions including wire transfers and contributions

Requirements: • Minimum 3 years in private client or wealth management • Completion of Canadian Securities Course is preferred • Proficient in Microsoft Office and CRM systems • Strong organizational skills with attention to detail • Excellent written and verbal communication skills

Leverage your skills in client support and investment strategy to excel at Harbourfront Wealth. #J-18808-Ljbffr
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Private Client Associate at Harbourfront Wealth • Winnipeg, Canada

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