Relationship Manager

Responsibilities :

Contribute to the growth targets by building long-term client relationships
Provide trusted advice to clients in collaboration with Investment Advisors and Asset Managers
Work closely with other departments of the Bank to deliver cross-selling opportunities
Comply with all regulations, policies and standards and contribute to an effective risk culture

Profile

Proven track record in acquisition and development of Wealth Management clients bringing with you
CFA, CAIA, SAQ Wealth Management certification would be an asset
Existing network of contacts in the region covered and ability to exploit this acquisition?s potential
Experience in dealing with high net worth individuals, family offices and financial professionals