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The Manager coordinates the overall client strategy in close partnership with other professionals on the team to meet the investments, trust, risk management and planning needs of the client.  \nFunctions and Responsibilities  \nActs as the main point of contact for aĤuent and high-end net worth clients for Premium Wealth Management.  \n• Acquiring profitable client relationships with high income/net worth clients.  \n• Identifying clients’ needs and ensuring needs are met by utilizing investments or other relevant products in connection with client’s tax, legal and estate planning needs.  \n• Expands and builds relationship with clients by proactively monitoring client’s portfolio.  \n• Provides high level consultative financial advice using the full range of investment products and services designed for the aĤuent/high-end private customer needs.  \n• Manage and maintain relationships with clients by earning trust, thoroughly understanding clients’ needs, providing targeted advice, developing thoughtful solutions and delivering and exceptional client experience.  \n• Drive business results and acquire new assets both from existing client base and new client acquisition.  \n• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products.  \n• Advise clients on their overall balance sheet including asset allocation, investment management, wealth planning and credit needs.  \n• Ensure that proposed solutions fulfill clients’ needs and objectives in the short, medium and long term through a holistic goals-based planning approach.  \n• Act as primary resource for investment communication.  \n• Strictly adhere to all risk and control policies, regulatory guidelines and security measures .  \nQualifications and Experience  \n• Bachelor’s Degree in Finance or any other related discipline with excellent investment knowledge and excellent knowledge of all Wealth Management products and services.  \n• An MBA, CPA, CFA, CFP designation will be an asset.  \n• A minimum of 5 years’ sales and client management experience in the Wealth service industry and demonstrated ability to manage high-end portfolio.  \nKnowledge and Competencies  \n• Strong sales and relationship management professional with primary strength in investment, wealth, and portfolio planning.  \n• Proven sales success and strong business acumen .  \n• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.  \n• Demonstrate strong organizational skills and applies a disciplined and organized approach.  \n• Demonstrated understanding of investments and trust concepts including but not limited to: asset allocation on structured portfolios, management portfolios, brokerage accounts, portfolio reviews, basic trust and estate products and identification of wealth planning opportunities.  \n• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments including Private Equity and Real Estate.  \n• Strong community presence with an established network.  \n• Analytical ability in order to relate specific client asset situations to individual products.  \n• Focuses on the client experience and works tirelessly on the client’s behalf.  \n• Energetic and entrepreneurial business builder who thrives and excels in a competitive industry.  \n• Proactive, takes initiative, and uses critical thinking to solve problems.  \n• Capacity to build strong relationships with clients and is assertive in asking for","cbCaibiLiN9kV1bK","https://ap.wps.com/l/cbCaibiLiN9kV1bK","pdf",2122664,"English","# Functions and Responsibilities\n## Client engagement and relationship management\n## Investment reviews and wealth planning\n# Qualifications and Experience\n## Education and professional designations\n## Sales and client management experience\n# Knowledge and Competencies\n## Investment and trust product understanding\n## Markets, alternatives, and analytical skills","[{\"question\":\"What is the Senior Wealth Manager’s main purpose?\",\"answer\":\"Maximize client engagement by assessing clients’ investment and wealth management needs and providing or arranging a broad range of wealth advice.\"},{\"question\":\"What responsibilities are included in client strategy and advice?\",\"answer\":\"Coordinate overall client strategy with the team and deliver consultative financial guidance, including portfolio monitoring, investment reviews, and holistic goals-based planning for short, medium, and long term needs.\"},{\"question\":\"What qualifications and experience are required?\",\"answer\":\"A bachelor’s degree in finance or related discipline with strong investment knowledge, plus at least 5 years of sales and client management experience in the wealth service industry. MBA/CPA/CFA/CFP designations are considered an asset.\"}]","Senior Wealth Manager - Job Description | PDF",1789352653]