Description
Join Aviso as a Senior Client Relationship Manager, focusing on High Net Worth clients. Deliver tailored financial solutions and foster collaboration within a supportive team.
This critical role in the Direct Investing division emphasizes developing relationships with High Net Worth and Ultra High Net Worth clients. Your objective will be to enhance client satisfaction and retention while collaborating on growth strategies with partners. This position will leverage your skills in client engagement and service excellence.
Key Responsibilities:
• Oversee the retention and growth of priority client portfolios
• Ensure a premium client experience with dedicated support
• Identify client needs and connect them to relevant services
• Work with Credit Unions to create priority client opportunities
• Lead seminars that highlight the advantages of Qtrade services
Requirements:
• Degree in a relevant field
• 5+ year...
This critical role in the Direct Investing division emphasizes developing relationships with High Net Worth and Ultra High Net Worth clients. Your objective will be to enhance client satisfaction and retention while collaborating on growth strategies with partners. This position will leverage your skills in client engagement and service excellence.
Key Responsibilities:
• Oversee the retention and growth of priority client portfolios
• Ensure a premium client experience with dedicated support
• Identify client needs and connect them to relevant services
• Work with Credit Unions to create priority client opportunities
• Lead seminars that highlight the advantages of Qtrade services
Requirements:
• Degree in a relevant field
• 5+ year...
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