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
Housing Disrepair Solicitor/Fee Earner
By Douglas Scott Legal Recruitment At Bolton, Ontario, Canada
A competitive salary is on offer, based on experience and skills.
The chosen candidate will manage a diverse caseload of around Housing Disrepair Pre Lit/Litigated cases.
Assessing liability, valuing damages, and skillfully negotiating settlements will be a key part of their role.
Demonstrating exceptional IT skills, they will efficiently utilize cutting-edge systems and technology.
The ideal candidate will have a minimum of 12 months experience in Housing Disrepair (Pre Lit or Litigated)
Excellent communication skills will shine through, especially when interacting with clients facing challenges.
Private Client Advisor Jobs
By Staffing In Motion At Port Coquitlam, British Columbia, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At North York, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Role
By Staffing In Motion At Vancouver, British Columbia, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Yorkdale
By Louis Vuitton At Toronto, Ontario, Canada

You will focus on High End Retention and development strategies while identifying and recruiting new high potential prospects.

Exercising independent judgement and discretion, identifying client preferences and follow-up on inquiries and concern are strong components of this role.

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

Senior Tax Staff - Private Client Services - Toronto [Ernst & Young]
By CareerBeacon At Toronto, Ontario, Canada
Excellent organization and time management skills
Assist and manage the administration of personal and trust tax compliance seasons
3 – 5 years of relevant tax experience or equivalent experience in business or industry
Excellent written and verbal communication skills
Learning opportunities to develop new skills and progress your career
Skills And Attributes For Success
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
Private Client Advisor Jobs
By Staffing In Motion At Hamilton, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At Oshawa, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At Toronto, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At Greater Calgary Metropolitan Area, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At Greater Toronto Area, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At Kamloops, British Columbia, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At Greater Vancouver Metropolitan Area, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Advisor Jobs
By Staffing In Motion At Burlington, Ontario, Canada

Extensive experience working as an Investment Advisor or similar role.

Licensed to manage portfolios containing individual stocks/bonds (not just mutual funds) for at least 2 out of the past 5 years.

Private Client Solicitor Jobs
By Douglas Scott Recruitment At Windsor, Ontario, Canada
Deliver high quality service and ensuring that your clients are advised and supported throughout the entire service
To apply firm and departmental processes and procedures. This would include achieving agreed fee earning and caseload targets
Participate in business generation activities including identifying and attending appropriate networking opportunities
Advising on related tax matters
You will be a qualified Solicitor/ Legal Executive with at least 2+ Years PQE
Evidence of dealing with non-contentious private client work
Private Client Solicitor Jobs
By Douglas Scott Recruitment At Dorchester, Ontario, Canada

Dorchester – £35,000 - £45,000 Private Client Solicitor , West Dorset This is a superb opportunity to join a high successful and expanding Private Client department. You'll be keen and motivated ...

Are you an experienced Private Client Solicitor looking for a new challenge? We have an exciting opportunity for you to join our team and provide a comprehensive legal service to our clients. You will be responsible for advising on a range of private client matters including wills, trusts, probate, tax planning, and estate administration. You will have the opportunity to work with a diverse range of clients and provide them with the highest quality of legal advice. If you are looking for a rewarding and challenging role, then this could be the perfect job for you.

Overview:

A Private Client Solicitor is a legal professional who specializes in providing legal advice and services to private clients. They are responsible for providing advice on a range of legal matters, including wills, trusts, probate, tax planning, and estate planning. They also provide advice on family law matters such as divorce, adoption, and child custody.

Detailed Job Description:

Private Client Solicitors are responsible for providing legal advice and services to private clients. They must be knowledgeable in a range of legal matters, including wills, trusts, probate, tax planning, and estate planning. They must be able to provide advice on family law matters such as divorce, adoption, and child custody. They must be able to draft legal documents, such as wills, trusts, and other documents related to estate planning. They must be able to represent clients in court proceedings, if necessary. They must be able to advise clients on the best course of action to take in order to achieve their desired outcome.

What is Private Client Solicitor Job Skills Required?

• Knowledge of legal principles and procedures
• Excellent communication and interpersonal skills
• Ability to interpret and explain complex legal documents
• Ability to research and analyze legal issues
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
• Excellent organizational and time management skills
• Ability to work under pressure and meet deadlines

What is Private Client Solicitor Job Qualifications?

• Bachelor’s degree in law
• Qualified to practice law in the relevant jurisdiction
• Relevant postgraduate qualifications in private client law

What is Private Client Solicitor Job Knowledge?

• Knowledge of the relevant laws and regulations
• Knowledge of legal principles and procedures
• Knowledge of estate planning and tax planning
• Knowledge of family law
• Knowledge of wills and trusts

What is Private Client Solicitor Job Experience?

• Previous experience in private client law
• Previous experience in estate planning and tax planning
• Previous experience in family law
• Previous experience in wills and trusts

What is Private Client Solicitor Job Responsibilities?

• Advise clients on a range of legal matters, including wills, trusts, probate, tax planning, and estate planning
• Draft legal documents, such as wills, trusts, and other documents related to estate planning
• Represent clients in court proceedings, if necessary
• Advise clients on the best course of action to take in order to achieve their desired outcome
• Keep up to date with changes in the law and legal developments