Elevate your career as the National Vice President of Priority Clients at Aviso. Lead a team in delivering exceptional services for High Net Worth and Ultra High Net Worth clients.
This vital leadership role requires managing Senior Relationship Managers while nurturing a portfolio of complex client accounts. Your strong background in online brokerage and dedication to client satisfaction will help cultivate strategic relationships and enhance client loyalty. Through collaboration, you'll drive innovative client engagement and support the growth of the Direct Investing team.
Key Responsibilities:
• Lead a high-performing team of Relationship Managers
• Act as a primary contact for HNW/UHNW clients
• Develop and implement effective client engagement strategies
• Initiate growth-focused business development initiatives
• Manage team budget and strategic direction
Requirements:
• Minimum of 10 years in wealth management
• Required completion of Canadian Secur...