Priority Clients National Vice President Role
Join Aviso Wealth as the National Vice President, Priority Clients, focusing on leadership and exceptional service for High Net Worth clients. Enhance client engagement and team performance.
This influential role within Aviso Wealth's Direct Investing team requires a National Vice President to direct a group of Senior Relationship Managers. Your responsibility includes a select portfolio of HNW and UHNW clients, ensuring that exceptional service and tailored advice are delivered. A drive for growth, strong leadership skills, and client-focused strategies are essential in this role.
Key Responsibilities
Directly lead a team of Relationship Managers
Manage complex client relationships for HNW/UHNW
Collaborate with teams for cohesive service delivery
Ignite business development strategies and initiatives
Analyze regulatory changes and market trends for compliance
Requirements
Over a decade in wealth management experience
Degree/diploma in Business Administration, MBA is a plus
Licensing in Canadian Securities Course and CPH
Strong communication and relationship-building skills
Familiarity with digital brokerage tools and platforms
Utilize your wealth management expertise and client leadership skills to foster relationships and drive results at Aviso Wealth.
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