Jobs
>
Vancouver

    Private Client Relationship Manager - British Columbia, Canada - Webster Bank

    Webster Bank
    Webster Bank British Columbia, Canada

    1 week ago

    Default job background
    Full time
    Description

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.

    Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work

    This is an exciting opportunity to grow your career in the financial services industry and experience a high performing, team-oriented environment. We are looking for a dynamic Private Banker who will act as the single point of contact for a select group of affluent clients. In this on-site position, you will manage and develop a portfolio of client relationships within our target segments. As the single point of contact you will listen and understand your clients' needs and recommend banking and wealth solutions to help them meet their financial goals. You will identify opportunities by following Webster's "CURES" (Connect, Understand, Recommend, Execute, Service) needs-based discovery process.
    This role will play an integral part in the achievement of sales and service goals across multiple financial centers. You will take a lead role in creating an extraordinary client experience and will be responsible for helping the Financial Centers you are assigned to achieve their sales objectives. You will be responsible for contributing to the team's growth and profitability with extensive focus placed on managing/growing a Private Banking book of business, business development and client cross sell activities for the team.

    Core Job Responsibilities/Key Activities/Elements:

    1. Identify and solicit clients using referrals, personal contacts, centers of influence and existing clients. Achieve growth targets for your assigned book of business across the deposits and wealth revenue.

    2. Act as single point of contact for a select group of affluent clients using the "CURES" discovery process. Develop and maintain a Private Banking book of business through an extensive network of business contacts; manage relationships with affluent clients, prospects, and introduction sources.

    Utilize lead calling lists and track individual and Financial Center activities and sales achievement on Webster's CRM tool to generate revenue and grow book of business. Develop comprehensive and personalized banking solutions & strategies to meet the needs of clients

    Support Business and Private Banking in growing, retaining and deepening client relationships. Build client relationships utilizing methods outlined in our playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisions.

    3. Maximize team profitability by working to enhance sales skills and product knowledge in the Financial Center. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors.

    4. Ensure compliance with all policies, procedures and regulatory requirements and manage operational risks. Observe security policies in accessing, securing and protecting confidential and sensitive client information.

    5. Perform other duties or accountabilities within the Financial Center as assigned to support Business and Private Banking clients. May be required to perform as Notary, Mortgage Loan Originator, Client Service Associate. Identifying and referring mortgage CRA opportunities when appropriate.

    EXPERIENCE

    1. At least at least 6 years of financial services industry experience in one or a combination of the following areas: corporate, consumer, mortgage, investments, brokerage, or private banking.
    2. FINRA Series 6/7, state registration (including 63, 65, or 66 if required) are required.
    3. If you are not currently Life and Health Licensed, they must successfully be completed within 7 months of starting the role.
    4. Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
    5. Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Financial Centers.

    SPECIFIC JOB-RELATED EDUCATION & SKILLS

    1. Candidates with advanced degrees (Associates, Bachelor's and/or Master's) preferred yet a High School Diploma or GED is required. Candidates with some combination of coursework and experience, or extensive related professional experience, are eligible for consideration.
    2. Proficiency in sales and service techniques, including telemarketing consulting, prospecting, and networking.
    3. Investment sales experience strongly preferred.
    4. Extensive practical knowledge of Microsoft Office suite (Outlook, Excel, Word)
    5. Excellent verbal and non-verbal communication skills, experience with outside calling.
    6. Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
    Other Attributes -- flexible and agile; takes initiative and solves problems; decisive; outstanding ability to think outside-the-box and use resources at hand to effortlessly get to the bottom of an issue; extremely accurate and detail-oriented coupled with the ability to see the broader picture.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

  • Aviso Wealth

    Relationship Manager

    5 days ago

    Aviso Wealth Vancouver, Canada

    **Aviso Wealth**: · **The Opportunity**: · We're looking for a Relationship Manager to join our Correspondence and Institutional team. · Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is conside ...

  • Coast Capital Savings

    Relationship Manager

    1 week ago

    Coast Capital Savings Vancouver, Canada

    As a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want. It's what we've been doing for over 80 years, and it's why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgete ...

  • BC Hydro

    Relationship Manager

    2 weeks ago

    BC Hydro Vancouver, Canada

    **A workplace powered by you** · At BC Hydro, we're working towards creating a cleaner and more sustainable future for all British Columbians and need · people like you to help us. A career at BC Hydro is meaningful and provides you the opportunity to be part of a talented, · inc ...

  • BMO Financial Group

    Relationship Manager

    4 days ago

    BMO Financial Group Vancouver, Canada

    595 Burrard Street Vancouver British Columbia,V7X 1L7 · Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from ...

  • BC Hydro

    Relationship Manager

    1 day ago

    BC Hydro Vancouver, Canada

    Powered by water... and by people like you · Providing clean electricity to 4 million customers takes a diverse workforce and that's where you come · in. We need your talent to help us build major projects to meet growing demand. To help our · customers find clean energy solution ...

  • HSBC

    Premier Relationship Manager

    6 days ago

    HSBC Vancouver, Canada

    Opening up a world of opportunity. · HSBC is a financial services organization serving more than 40 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. · We're here to use our outstanding expertise, ...

  • iA Groupe financier / iA Financial Group

    Client Relationship Manager

    1 week ago

    iA Groupe financier / iA Financial Group Vancouver, Canada

    Group Insurance Sales & Services/Vancouver, Calgary, Toronto, Montreal, Halifax/12-month contract with possibility of permanency/Desired start date: As soon as possible_ · Are you known for your service mentality, your ability to establish good business relationships, your commit ...

  • Dyrand Systems

    Client Relationship Manager

    16 hours ago

    Dyrand Systems Vancouver, Canada

    **Looking for a Brighter Future? Join Our Team**: · Dyrand Systems believes in being more than just a technology service provider. We want to be a partner to our clients, freeing them from the worries of IT so they can concentrate on the success of their businesses. Our team come ...

  • Dyrand Systems

    Client Relationship Manager

    1 week ago

    Dyrand Systems Vancouver, Canada

    Dyrand Systems believes in being more than just a technology service provider. We want to be a partner to our clients, freeing them from the worries of IT so they can concentrate on the success of their businesses. Our team comes to work every day with that mission in mind, think ...

  • Dyrand Systems

    Client Relationship Manager

    1 week ago

    Dyrand Systems Vancouver, Canada

    Dyrand Systems Inc. is an established IT Managed Services Provider with clients throughout Canada and the USA. We provide our clients a virtual IT department that gives them a team of specialists that monitor and manage their networks and systems 24/7/365. Dyrand has created a un ...

  • Raymond James Ltd

    Client Relationship Manager

    5 days ago

    Raymond James Ltd Vancouver, Canada

    _At Raymond James, _**we **_develop, _**we **_collaborate, _**we **_decide, _**we **_deliver, and _**we **_improve together_. · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking custom ...

  • CWB Financial Group

    Relationship Manager, Commerical

    1 week ago

    CWB Financial Group Vancouver, Canada

    At · CWB · , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: · - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as i ...

  • TransLink

    Business Relationship Manager

    16 hours ago

    TransLink Metro Vancouver Regional District, Canada

    **Marketing Statement**: · A career at TransLink and our family of companies means working with people with a wide range of skills and perspectives, all teaming up towards a common goal: preserving and enhancing the region's world-envied quality of life. Together, we connect the ...

  • TELUS

    Vendor Relationship Manager

    1 week ago

    TELUS Vancouver, Canada

    **Join our team** · The Direct-To-Consumer (D2C) channel team is a fast-paced and high performing residential sales team that is at the forefront of innovation for TELUS' go-to-market strategy. · We are a team empowered to make decisions, develop strategies, and drive results as ...

  • Dyrand Systems

    Client Relationship Manager

    4 days ago

    Dyrand Systems Vancouver, Canada

    Dyrand Systems believes in being more than just a technology service provider. We want to be a partner to our clients, freeing them from the worries of IT so they can concentrate on the success of their businesses. Our team comes to work every day with that mission in mind, think ...

  • Futurpreneur Canada

    Client Relationship Manager

    16 hours ago

    Futurpreneur Canada Vancouver, Canada

    **About Futurpreneur** Canada** · Futurpreneur Canada has been fuelling the entrepreneurial passions of enterprising young Canadians since 1996. We're the only national, non-profit organization that provides financing, mentorship and resources to aspiring business owners aged Mor ...

  • DarkVision

    Talent Relationship Manager

    1 week ago

    DarkVision Vancouver, Canada

    **Your Job** · We want to hear from you if you are highly organized, think like an entrepreneur, and get immense fulfillment from actively identifying and pursuing top talent. This is an excellent opportunity to join an exponentially growing world-class team revolutionizing the a ...

  • PHSA

    Business Relationship Management Lead

    3 days ago

    PHSA Vancouver, Canada

    **Business Relationship Management Lead (BRML), Clinical Informatics** · Lab LIS and Informatics · Vancouver, BC · In accordance with the Mission, Vision, Values and strategic direction of PHSA, safety, including both patient and employee safety, is a priority and a responsibilit ...

  • Royal Bank of Canada

    Relationship Manager, Commercial Financial Services

    1 week ago

    Royal Bank of Canada Vancouver, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...

  • Royal Bank of Canada

    Relationship Manager Intern, Business Markets

    5 days ago

    Royal Bank of Canada Vancouver, Canada

    **Job Summary** · **What is the opportunity?** · **What will you do?** · - Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs · - Proactively contact clients, gather insights through client discovery, under ...