Aviso Wealth
Senior High Value Client Manager at Aviso
Job Description
Step into a leadership role as a Senior High Value Client Manager with Aviso, focusing on High Net Worth and Ultra High Net Worth clients. This position emphasizes partnership and service excellence.
As a vital member of the Direct Investing team, you will report directly to the VP of Strategic Partnerships while managing complex client needs. This role is for someone dedicated to fostering meaningful client relationships and driving growth through collaboration. Candidates should have at least 5 years of relevant experience and a proven track record in wealth management.
Key Responsibilities:
• Manage portfolio retention and asset growth
• Ensure premier service delivery for clients
• Build strategic partnerships to enhance client experience
• Work with partners on client onboarding and support
• Offer insights and knowledge sessions for clients
Requirements:
• Post-secondary education in finance or related areas
• Completion of Canadian Securities Course...
As a vital member of the Direct Investing team, you will report directly to the VP of Strategic Partnerships while managing complex client needs. This role is for someone dedicated to fostering meaningful client relationships and driving growth through collaboration. Candidates should have at least 5 years of relevant experience and a proven track record in wealth management.
Key Responsibilities:
• Manage portfolio retention and asset growth
• Ensure premier service delivery for clients
• Build strategic partnerships to enhance client experience
• Work with partners on client onboarding and support
• Offer insights and knowledge sessions for clients
Requirements:
• Post-secondary education in finance or related areas
• Completion of Canadian Securities Course...