Client Relationship Manager, Richter Family Office

Richter Office : Montreal

Client Relationship Manager

Overview

A Client Relationship Manager is accountable to the partners for maintaining and growing existing client portfolios through exceptional client-management skills and financial acumen used to develop an individualized investment strategy for each client.

Additionally, they are responsible for acquiring new clients by making direct contact with prospective business families, understanding their unique financial needs, and communicating the breadth of the Richter offering.

In the course of their regular interactions with clients they are expected to promptly respond to client concerns or requests through active listening and knowledge of the financial industry.

They must be capable of navigating the unique financial and personal challenges facing business families by adopting a collaborative mindset.

They should understand how to leverage knowledge of the firm and the Richter Family Office ("RFO") team to ensure a holistic client experience with regards to portfolio management, regulatory compliance and performance monitoring of their respective client accounts.

Key Responsibilities

• Acts as the primary point of contact for clients relating to account requests or problem resolution;
• Understands the distinct financial needs of each client and develops an investment strategy that is tailor made to their unique circumstances;
• Leverages knowledge of financial strategies to provide investment advice to clients as required;
• Conducts research to stay current on the latest news and information affecting financial markets and the investment landscape;
• Monitors client accounts for regulatory compliance and collaborates with members of the RFO team to ensure important statutory requirements and deadlines are met;
• Assists in the maintenance of client information by promptly communicating changes in a client's circumstances to the relevant RFO team members involved;
• Organizes and participates in quarterly meetings with clients to review account performance and make recommendations that lead directly to portfolio growth or increased revenue for the firm;
• Leverages strong interpersonal skills to navigate difficult conversations with extended client family and effectively communicates the wider range of services offered by the firm;
• Help to expand business and participate in prospecting meetings with potential clients and preparing proposals.
• Uses a variety of strategies and mediums to regularly communicate with prospective clients, either in person or through writing.
• Employs tact, clarity, transparency and good judgment in all communications with clients;

Knowledge, Skills, Abilities and Other Requirements for the Role

• Must have at least 5-7 years of experience of portfolio management experience;
• Bachelor of Commerce degree with Accounting or Finance major
• Must possess a CFA or CIM and be registered as a Portfolio Manager
• CAIA, CPA or Financial Planner designation are desirable.
• Must have a strong knowledge of financial markets, strategies and the investment landscape;
• Must have a strong knowledge of Canadian securities compliance and regulatory requirements;
• Must have strong interpersonal skills and the ability to communicate complex and technical financial information in easy-to-understand terms;
• French is a must, English is considered an asset.
• Must be able to effectively manage a personal schedule and prioritize multiple deadlines and deliverables;
• Must be able to leverage centres of influence and local business community to prospect new clients;
• Must be able to demonstrate active listening skills and leverage financial knowledge to recommend solutions;
• Should understand the unique complexities inherent with business family dynamics;
• Should be able to manage personal stress and maintain a calm demeanour when communicating with clients;

About Us

Richter is a Business Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations.

With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success.

Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada's most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future.

Founded in 1926, Richter's 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

What we offer :

• The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services
• The opportunity to develop your career with the direct support of your managers and firm partners; and
• A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
• Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement

What Richter offers you?

• Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
• Employee and Family access to virtual healthcare network
• Employee and Family Assistance Programs, including consultations with mental health professionals
• Annual Health & Well-being Program
• Hybrid work Environment
• Competitive Performance Bonus
• Tuition Reimbursement
• Professional Dues Reimbursement
• CFE leave financial support
• Academic Incentives
• Talent referral bonus
• Client referral bonus
• Access to an on-demand concierge nannying, babysitting, and tutoring service
• Annual employee rewards and recognition

Your application

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.

Sounds like you? Apply today!