Iaawg
Senior HNW Relationship Manager Ottawa
Job Description
Transform your career at iA Private Wealth as a Senior Prestige HNW Relationship Manager in Ottawa. Deliver unparalleled service to our Advisors, enhancing their client interactions.
In this critical role, you will be responsible for fostering deep relationships with Advisors, addressing their inquiries, and developing unique support plans tailored to their specific needs. You will also play a key role in onboarding new Prestige Advisors and coordinate with various experts to elevate their practices through effective strategies.
Key Responsibilities:
• Act as key liaison for Advisor concerns
• Design unique support frameworks for each Advisor
• Oversee onboarding of new Prestige Advisors
• Partner with experts to improve Advisor outreach
• Contribute to developing training for Admin teams
Requirements:
• Minimum of 5 years industry experience
• Proven experience with HNW client needs
• Knowledge of National Bank Independent Network an asset
• Strong ...
In this critical role, you will be responsible for fostering deep relationships with Advisors, addressing their inquiries, and developing unique support plans tailored to their specific needs. You will also play a key role in onboarding new Prestige Advisors and coordinate with various experts to elevate their practices through effective strategies.
Key Responsibilities:
• Act as key liaison for Advisor concerns
• Design unique support frameworks for each Advisor
• Oversee onboarding of new Prestige Advisors
• Partner with experts to improve Advisor outreach
• Contribute to developing training for Admin teams
Requirements:
• Minimum of 5 years industry experience
• Proven experience with HNW client needs
• Knowledge of National Bank Independent Network an asset
• Strong ...