foundation relationship director - Toronto - beBeeRelationship

    beBeeRelationship
    beBeeRelationship Toronto

    1 week ago

    Full time

    Job title: Private Foundations Relationship Lead

    Description

    Job Opportunity

    A prominent financial services organization is seeking a seasoned professional to oversee high net worth client relationships.

    About the Role

    This position entails delivering exceptional service and managing risk through proactive collaboration with internal stakeholders. Ensuring compliance with established policies while providing a superior client experience is paramount.

    • A bachelor's degree or higher in a relevant field, accompanied by 3-7 years of experience in wealth management.

    Benefits and Perks


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