Client Relationship Manager - Wealth Management

Become a key player in client satisfaction as a Client Relationship Manager for Aviso. Focus on High Net Worth clients and deliver tailored wealth management solutions.
In this role, you will report to the VP, Strategic Partnerships. Your responsibility will be to manage a portfolio of High Net Worth clients by providing comprehensive support tailored to their needs. As a collaborative professional, you'll engage with clients and local partners, ensuring they receive outstanding service and insights that enhance their investment strategies.
Key Responsibilities:
• Manage and grow client portfolios effectively
• Provide a premier client experience with exceptional service
• Develop relationships to discern client priorities
• Work with partners to identify new client opportunities
• Host seminars to enhance client engagement
Requirements:
• Relevant post-secondary education
• 5+ years' experience in direct investing or wealth management
• Strong relation...