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Private Client Relationship Manager Jobs

Manager, Client Services - Private Equity
By proSapient At Toronto, Ontario, Canada
Coaching team members to build a customer-centric approach to Experts; teaching Expert management, Expert care and negotiation skills
Minimum of 2 years of previous experience in an outbound professional services or sales/operations management role required
Teaching best practice and best-in-class strategies for time management, prioritization and urgency for all briefs and client requests
Upskilling and digesting client briefs, encouraging thorough understanding of all briefs from all industries
Experience working with/collaborating with Private Equity firms
Direct experience working within a Private equity Firm is highly desired although not required
Financial Client Relationship Manager - Toronto - Up To $120,000 Cad
By Hunter Bond At Toronto, Ontario, Canada
Engaging in the day-to-day operational management of a renowned global enterprise
2+ years of experience working in financial services in a client facing team
Demonstrated and keen interest in the field of finance
Job title: Financial Client Relationship Manager
Salary: Up to $120,000 CAD plus Benefits!
Directly interfacing with clients and adeptly overseeing relationships
Private Client Sales Manager - Bupa Global
By Bupa At Toronto, Ontario, Canada
Proven record in sales (insurance and medical insurance sales experience is a strong plus), along with strong networking and negotiation skills.
Previous experience of a complex and multi skilled customer facing role
Complying with all regulatory and governance requirements
Any adhoc projects and responsibilities as assigned by the Head of Consumer Sales
IPMI (international private medical insurance) or PMI (private medical insurance) experience from either another insurer or brokerage strongly desired
Excellent interpersonal, communication and influencing skills are required with emphasis on achieving results and successful outcomes
Manager- Private Enterprises Jobs
By Ignite Recruitment At Vancouver, British Columbia, Canada
Strong project management skills with a demonstrated ability to manage time and adhere to strict deadlines and budget;
Required Knowledge, Skills and Abilities:
Assist with client management and foster excellent relationships with clients and initiate business development opportunities;
Qualified CPA with two years post managerial experience in a public practice firm working with Private Enterprise clients;
Plan, manage, and execute Compilation and Review engagements.
Experience with CaseWare and Taxprep, (experience with QuickBooks, Simply Accounting and other cloud based applications is an asset);
Bilingual ( French And English) Private Wealth Client Relationship Manager
By Dean Group At Toronto, Ontario, Canada
Over 7 years of investment management experience working with high net worth retail investors
Completion of a University degree or equivalent work experience
Position: Bilingual ( French/English) Private Wealth Client Relationship Manager
Complete a deep discovery to understand clients financial and non-financial situation and what factors are important to them
Leverage our financial planning software to put together a plan to address identified client needs and goals
Continuously review and update client plans as material changes occur throughout various life stages
Client Relationship Manager Jobs
By Virtustant At Canada
services to our clients remotely. We are looking for an experienced Client Relationship Manager
Job Title: Client Relationship Manager
10. Be proficient in the presentation of our tax planning and financial service offerings.
11. Seek knowledge assertively, arranging meetings with team members to clarify uncertainties.
1. Minimum of 2 years sales experience.
4. Strong verbal and written communication skills.
Client Relationship Assistant Jobs
By Goodreid Investment Counsel At Toronto, Ontario, Canada
Enter and Manage data in various software applications, including our client relationship management system and portfolio management system.
Prior experience in an office administrative role preferred, with preference to candidates with financial industry experience and/or demonstrable investment knowledge.
Work alongside our Portfolio Managers and interact with clients throughout the account opening and onboarding process.
Strong organizational skills and attention to detail.
Excellent Strong written and verbal communication skills.
Generate, organize, and maintain client files and e-documentsand files on an ongoing basis.
Business Manager, Private Label
By Daymon At Langley, British Columbia, Canada

Business Manager The Business Manager is responsible for the overall management of a single account with limited categories and limited team functions or a key category or categories within a larger ...

Client Relationship Manager, Commercial Banking, Surrey/Delta Areas [Scotiabank]
By CareerBeacon At Surrey, British Columbia, Canada
Manages an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk
A competitive compensation and benefits package
Internal training to support your career growth and enhance your skills
Promotes the development and profitable growth of the commercial banking portfolio in an assigned market area
Builds and maintain a market profile in an assigned market area with both internal and external contacts
Develop and implement a marketing strategy to maximize business development opportunities for sustainable growth;
Private Client Paralegal Jobs
By Browns Recruitment Group At Wimborne, Alberta, Canada

Studying towards a CILEX qualification

Or previous experience as a Legal Secretary and has a desire to take the next step

Vice President, Client Relationship Management (Private Funds)
By Brookfield Asset Management At Toronto, Ontario, Canada
Establish credibility as an informed specialist and relationship manager for each of BAM’s investment opportunities
Manage investor relationships throughout the extended lifecycle of the relationship by providing exceptional client service
5+ years of professional experience, including a minimum of two to three years of IR and fundraising
Extensive experience with at least one of the following products: private equity, real estate, infrastructure, and/or renewables
Experience building and maintaining best-in-class Investor Relations processes
Strong interpersonal, verbal and written communication skills
Private Client Associate Jobs
By RBC Wealth Management At Vancouver, British Columbia, Canada
Proactively assist with client management of appointments and scheduled meetings / calls
Be a key support to the administrative activities and responsibilities of the team
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Minimum of 2 years' experience in a similar role in the Investment Industry
Must have strong organizational skills and meticulous attention to detail
Gain a breadth of experience and exposure to the global WM platform
Private Client Associate Jobs
By RBC PH&N Investment Counsel At Toronto, Ontario, Canada
Meticulous attention to detail and excellent time management skills
Proactively assist with client management of appointments and scheduled meetings/calls
Be a key support to the administrative activities and responsibilities of the team
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Strong written and verbal communication skills
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Client Relationship Manager Jobs
By Sun Life At Toronto, Ontario, Canada
Proven record in the Client Relationship Management field, with minimum of 5 years working with pension and group savings clients
Create a positive service experience with Sun Life as their GRS provider and develop a mutual partnership
Demonstrated strong interpersonal and communication skills
Strong problem solving skills with the ability to quickly and effectively resolve client concerns
Highly motivated, independent self-starter with strong business acumen and negotiation skills
Broad knowledge of the services provided by record-keeping organizations, such as Sun Life’s Group Retirement Services
Client Relationship Manager Jobs
By Government of Yukon At Whitehorse, Yukon Territory, Canada
Degree in accounting or finance-related field.
Experience in a regulated environment working with banking systems, preferably from a merchant perspective.
Experience facilitating user training and interaction.
Experience with the banking industry, credit rating reviews, program delivery in a distributed environment would be considered an asset.
Experience providing front-line customer service to a wide variety of clients both internal and external would be considered an asset.
Promoting Common Values and Ethics
Client Relationship Specialist Jobs
By ATB Financial At Edmonton, Alberta, Canada
Transform the client experience by introducing our client to experts and educating them on our digital tools and resources.
Take responsibility for personal development plans; schedule meetings with your manager to discuss development plans.
Customer service and/or sales experience is required
Knowledge of personal lending services and products is desired
Preference will be given to applicants with previous banking experience
Customer Excellence - Delivers an exceptional customer experience at all times.
Client Relationship Manager Jobs
By Doyenne Financial Ltd. At Greater Montreal Metropolitan Area, Canada

Develop and maintain excellent client relationships using a client-centered, holistic approach

Client Relationship Managers Jobs
By Doyenne Financial Ltd. At Greater Winnipeg Metropolitan Area, Canada

Develop and maintain excellent client relationships using a client-centered, holistic approach

Client Relationship Specialist - Casual
By ATB Financial At Holden, Alberta, Canada
Transform the client experience by introducing our client to experts and educating them on our digital tools and resources.
Take responsibility for personal development plans; schedule meetings with your manager to discuss development plans.
Customer service and/or sales experience is required
Knowledge of personal lending services and products is desired
Preference will be given to applicants with previous banking experience
Customer Excellence - Delivers an exceptional customer experience at all times.
Relationship Manager, Treasury & Cash Management, Corporate Client Group
By RBC At Toronto, Ontario, Canada
Must-have 5+ years banking and sales experience with a strong knowledge of the RBC Cash Management Products and emerging industry trends
Proven client advice/service, sales and relationship management experience
Manage regional monitoring/control activities and effects appropriate reductions on current account, CBA and AML o/o/o’s and contract/cash management expiries
Organizational awareness with a commitment to continuous learning to ensure personal and sales’ team skills/knowledge/accreditations are up-to-date
Certified Treasury Professional ("CTP") Designation or similar qualification is nice to have, but can be obtained in role
Strong written and verbal communication skills, including exacting attention to detail related to customized contract documentation