Senior Associate, Financial Advisory (Client Coverage) - Hybrid

About the Role

Join our Financial Advisory team as a Senior Associate, where you’ll help strengthen client relationships while supporting investment strategy, wealth structuring, and ongoing portfolio planning. This role plays a central part in delivering a high-touch client experience and ensuring our advisory work translates into clear, actionable guidance.

Responsibilities

• Own day-to-day client coverage activities, supporting relationship development and continuity
• Contribute to investment strategy discussions and help advance portfolio and planning initiatives
• Support wealth structuring and advisory deliverables across client needs
• Coordinate with internal teams to enhance client experience and ensure timely follow-through
• Exercise independent judgment to identify opportunities and improve advisory outcomes

Requirements

• Experience in financial advisory, wealth management, or investment management (or closely related client-facing roles)
• Strong understanding of investment strategy and client planning concepts
• Excellent communication skills with the ability to build trust with clients
• Demonstrated judgment and ability to manage priorities in a fast-paced environment
• Comfort working with autonomy while partnering across teams

Benefits

• Opportunity to take meaningful ownership across portfolios and planning initiatives
• Collaborative team environment focused on long-term client relationships
• Support for professional growth and skill development in advisory work