Aviso National VP, HNW Client Services

Step into leadership at Aviso as the National Vice President overseeing Priority Clients in Direct Investing. Focus on delivering exceptional wealth management services to High Net Worth clients.
In this senior role, you'll inspire a team of Senior Relationship Managers to achieve exceptional results. You will manage a personal portfolio while providing strategic investment advice uniquely tailored to HNW and Ultra HNW clients. Your efforts in collaboration with internal partners will drive seamless service delivery aligned with core business goals.
Key Responsibilities:
• Lead the Relationship Managers to excel in client service
• Personally manage a complex portfolio of clients
• Collaborate with teams for cohesive engagement strategies
• Initiate business development efforts aligned with goals
• Organize client-centric events to strengthen relationships
Requirements:
• Post-secondary education in Business Administration
• 10+ years of relevant wealth ma...