Private Wealth Consultant - Vancouver, Canada - Manulife

Manulife
Manulife
Verified Company
Vancouver, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description

_We are a __leading financial services provider committed to making decisions easier and lives better for our customers and _
_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. __To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. _**
Working Arrangement
Hybrid

Manulife Private Wealth ("MPW") delivers discretionary investment counselling services to High-Net-Worth individuals and their families.

We believe open architecture investment solutions and a global approach should be an integral part of our clients' financial planning for the future.

For more information, please visit the Manulife Private Wealth website.


As a Private Wealth Consultant, you will lead the business development efforts in your region, as part of a national team, driving new opportunities internally and externally for Manulife Private Wealth.

You will develop strong relationships with centers of influence, independent advisors and key internal partners.


_Responsibilities _
Business Development

  • Drive the achievement of the firm's business development targets
  • Identify appropriate prospective referral partners to demonstrate the firm's Private Wealth offering across their client base of High Net Worth Individuals and institutions
  • Pursue opportunities to grow AUM actively by increasing the number of clients referred to the firm through your network (including, key centers of influence and advisors).
  • Pursue book buy opportunities across advisors within region to amplify AUM growth
  • Track, manage and report on your activities and sales pipeline through client relationship management systems
  • Develop and share ongoing standard methodologies, sales, marketing and business development ideas and strategies with peers.
  • Develop keen understanding of the Manulife Private Wealth value proposition, including those of key partners
  • Collaborate as a team with investment counsellors and other professionals to best articulate, enhance and deliver the Manulife Private Wealth value proposition
  • Effectively manage expense business development budgets to deliver financial results
Advisor Experience

  • Engage as relationship manager for the firm with, and introduce and strengthen the firm's value proposition to, advisors and centers of influence in your region
  • Introduce advisors and centers of influence to investment counsellors and other Private Wealth professionals
  • Provide in depth consulting services for prospective referring advisors such as developing sales strategies for identifying and prospecting for HNW clients, talking points on the benefits of working with MPW and providing information and support on the referral payments process
  • Support advisor and their team through the book buy process
  • Follow through on the risk and compliance processes and policies to ensure we safeguard our clients' assets, maintain their privacy, act in their best interests, and ensure compliance with regulatory, legal, and ethical requirements

_What are we looking for? _

  • University degree and 5+ years related sales experience in the high net worth wealth management industry working directly with advisors, centers of influence and/or clients
  • Deep understanding of finance and investments
  • Proven ability to develop long lasting, trusted relationships with internal and external stakeholders
  • A successful track record in business development and closing deals
  • Excellent verbal and communication skills, as well as presentation skills
  • Natural propensity towards teamwork and collaboration; proven coachability
  • Moderate travel within the region is required

What motivates you?

  • Obsessing about customers, listening, engaging and act for their benefit.
  • Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

Our commitment to you

  • Valuesfirst culture
  • We lead with our Values every day and bring them to life together.
  • Boundless opportunity
  • We create opportunities to learn and grow at every stage of your career
  • Continuous innovation
  • We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
  • We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
  • We build a business that benefits all stakeholders and has a positive social and environmental impact.

_What can we offer you? _

  • A competitive sa
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