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 cutting-edge 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 Securities Course
• Proven leadership in a client-focused setting
• Robust communication skills in English; additional languages a plus
• Digital proficiency with brokerage platforms
Bring your leadership and wealth management expertise to Aviso's Direct Investing team.
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📌 Aviso National Vice President, Priority Clients Toronto (Canada)
🏢 Aviso
📍 Canada
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