strategic relationship manager for wealthy clients - Toronto - beBeeHighNetWorth

    beBeeHighNetWorth
    beBeeHighNetWorth Toronto

    1 week ago

    Full time

    Job title: National Vice President, Priority Clients

    Description

    Executive Director of High Net Worth Client Engagement

    We are seeking a seasoned professional to lead our team in delivering exceptional service and solutions to high net worth clients.

    • Lead a team of relationship managers in achieving business goals and exceeding client expectations;
    • Maintain a personal portfolio of complex client relationships, providing expert wealth management advice and guidance;
    • Collaborate with internal partners to ensure seamless delivery of services and alignment with enterprise objectives;
    In order to be successful in this role, you will possess:

  • Only for registered members Toronto, Ontario

    The role will support the day-to-day service needs of clients and their accountants. · Be client facing and assist with a variety of client service requests. · Document and track all correspondence within internal systems. · ...

  • Only for registered members Toronto, Ontario

    This role is approximately · 85% selling / 15% coaching. · A well-established nationally recognized firm in the precious metals space is hiring a true sales hunter to help drive its next phase of growth. · The Opportunity: You'll Step Into a Platform With...Strong inbound demand ...

  • Only for registered members Toronto, Ontario

    This is a seat worth taking for a real producer who still has the fire. The role exists to help drive the next phase of growth in the precious metals space. · ...

  • Only for registered members Toronto

    Our client is a multi-generational advisory firm supporting the wealthy community with tax planning estate preservation philanthropy and succession plans. · ...

  • Only for registered members Toronto

    +We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients. · +Partner with a seasoned investment team to perform due diligence and portfolio implementation across a wide variety of p ...

  • Only for registered members Toronto

    This is a seat worth taking for real producers who still have the fire. The role exists to help drive the next phase of growth in a well-established firm. · Drive net new business through outbound outreach, referrals, conferences and relationship-based selling. · Sell financial p ...

  • Only for registered members Toronto

    A well-established firm in the precious metals space is hiring a true sales hunter to help drive its next phase of growth. This role is approximately 85% selling / 15% coaching. · Drive net new business through outbound outreach, referrals, conferences, and relationship-based sel ...

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