Serve, solicit, develop and maintain business relationships with mass-affluent Signature Service members and clients
Advise and assist members and clients in executing savings, investment and other 360° strategies
Work closely with the senior wealth management advisor as a partner in maintaining client and expert-partner relationships
Offer premium support to members and clients
Carry out and follow up on strategies
Make recommendations to ensure member and client satisfaction and support business growth
Manage risk and compliance with practices and policies
Drum up current business and develop the full potential of existing members and clients
Set goals and advise members and clients on the best strategies
Develop comprehensive 360° offerings based on member and client needs
Contribute to sales objectives through action plans based on the business plan
Stay up-to-date on market trends and best practices
Participate in promotional and public relations activities and maintain a presence in the business community
Requirements Bachelor's degree in a related field
A minimum of six years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Core Competencies Demonstrates expertise in developing and maintaining business relationships with mass-affluent clients, advising on savings and investment strategies, and managing risk and compliance. Proficient in executing comprehensive 360° offerings tailored to client needs while contributing to sales objectives and staying informed on market trends.
Highest-signal resume keywords Client Relationship Management
Investment Strategy Development
Risk Management
Sales Objectives Achievement
Fluency in French
ATS Optimization Keywords Hard Skills Investment Strategies
Risk Management
Sales Planning
Market Trend Analysis
Client Advisory
Soft Skills Communication
Relationship Building
Problem Solving
Goal Setting
Certifications & Qualifications Bachelor's Degree
Industry Keywords Wealth Management
Mass-Affluent Clients
360° Strategies
Business Development
Compliance Practices