Wealth Relationship Manager Jobs

Have or are developing a passion for capital markets, investing and personal finance and broadening your understanding of all solutions.

Two years in an Account Manager role, or equivalent, providing tailored financial advice to a broad range of members

Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs

The Role: Wealth Relationship Manager 

Meet with branch team to celebrate results, educate, recognize, and coach.

Meet with and understanding each member’s complete cashflow to determine their unique immediate, secondary, needs.

5 years of marketing campaigns experience, project management skills, and stakeholder management

Manage day-to-day requirements to deliver campaigns on time

Time management & deadlines management: keep teams and partners on track to deliver, with the ability to prioritize effectively.

Experience in banking, Financial industry knowledge/experience

3-5 years of solid experience in marketing

3-5 years of hands-on experience in Microsoft Office including PowerPoint, Excel and Word

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

7+ years relevant experience (client acquisition and management experience in financial services)

Deep knowledge and interest in investment products, all asset classes (public and private ideal) applicable to high-net-worth clients

Excellent interpersonal, verbal and written communication skills. Second languages are of interest.

Demonstrated presentation building and delivery capabilities. Proven success in sales and marketing abilities.

Please apply ASAP and in confidence to be considered. Competitive compensation package on offer.

Undergraduate university degree. CFA and/or CIM preferable. CFP/FEA, graduate degrees or designations given additional consideration.

University Degree in Business or Finance or related discipline or an equivalent combination of education and experience.

Strong, proven, origination, business development, relationship building and portfolio management skills

Advanced knowledge of business lending policies, complex procedures, techniques and documentation requirements

Manages and grows a profitable commercial financing portfolio of diversified Commercial business members.

Actively monitors and manages the profitability of Meridian’s relationship with a member in order to retain and maintain business.

Advanced knowledge of statutory guidelines and regulations governing business lending

Minimum 2-5 years’ experience in relationship Management, customer services, or related positions

Identify, create, and manage relationships with assigned clients and customers.

Excellent written and verbal communication skills.

Excellent customer service skills. Very Strong verbal communication in English

Organize and maintain a CRM database of prospects and clients.

Contact prospects to determine interest in receiving literature on relevant real estate services and products.

5 years experience in account management

Account management experience within the games industry is essential for this role

Creating effective solutioning which matches back to client requirements

Excellent presentation, communication and interpersonal skills

An organized individual with a passion for gaming and experience of CRM tools

This is an individual contributor role and candidates must have knowledge of video games.

-Expert knowledge of industry standard software (credit reporting, risk management tools)

Key Position Requirements, Duties and Responsibilities

-Benefits, including Health and Dental insurance coverage.

-Establish and maintain excellent client relationships.

-Proactively create a client retention focused environment in conjunction with a desire to ensure portfolio performance.

-Expert level MS Excel User

Minimum of 5 years experience in Wealth Management, Private Banking or

Manage and develop client relationships within your portfolio

Prior experience in placing clients/investors into investment opportunities

Technologies, Impossible Foods, Social Finance and Amplitude to name a few

UHNW/HNW Wealth Manager, Private Banker or

Introduce Pre-IPO deal flow to existing and new network/clients base

Manage social media accounts on Twitter, LinkedIn, Facebook and Instagram to generate a dynamic company presence on social media

At least two years of public relations experience

Excellent English written and verbal communication skills

High productivity while working remotely, strong work ethic, self-motivated

Marketing & Strategic Relationship Manager

Identify and develop relationships with food safety consultancies who may be suitable resellers

Demonstrate strong presentation, meeting management and relationship management/servicing skills

Other education or certification requirements Accreditation from appropriate organization (CPP, CEBS, PHR) is desired.

Overall 10-12 years of successful experience in related field and client-facing roles and successful demonstration of Key Responsibilities and Knowledge

Previous experience in the HCM and Talent Acquisition & Management space preferred

Combination of sales / account management / relationship building skills and business/financial acumen

Using well developed business relationship management skills influence c

Manage expectations of multiple business stakeholders.

Understand how services currently offered by IT can be put to best use and create value for the business.

Work collaboratively with clients to define and prioritise technology initiatives (new or enhanced services) that will bring the most business benefit.

5+ years of experience in a similar position with an IT environment

Experience within manufacturing or retail industry

Demonstrated knowledge of core business processes and operations.

Post-Secondary degree – business/management area preferred

Manage, educate and build relationships with key partners as it relates to operational matters

Works closely with business partners and end users to develop requirements to meet business needs

Excellent interpersonal skills with the ability to influence and negotiate conflict resolution

Strong customer service orientation and relationship building skills

Strong organizational skills, including the ability to handle multiple tasks with appropriate attention to detail

Demonstrated knowledge of the drivers of business cash flow and how to apply basic principles of effective cash flow management.

Post secondary education in business or related equivalent experience.

You effectively manage operational, regulatory & credit risk to ensure ATB's risk tolerance is adhered to.

3+ years previous experience in retail banking or commercial lending to small and medium sized enterprises.

Demonstrated experience analyzing financial data and structuring credit recommendations.

Strong negotiation and relationship building skills.

Demonstrated knowledge of the drivers of business cash flow and how to apply basic principles of effective cash flow management.

Post secondary education in business or related equivalent experience.

You effectively manage operational, regulatory & credit risk to ensure ATB's risk tolerance is adhered to.

3+ years previous experience in retail banking or commercial lending to small and medium sized enterprises.

Demonstrated experience analyzing financial data and structuring credit recommendations.

Strong negotiation and relationship building skills.

Ongoing development of product knowledge, sales skills and sales/relationship management technique

Applicants with experience in business development, territory management, credit or mortgage brokering experience are preferred

Responsible for delivering established sales targets and active territory management

Responsible for providing sound activity management reports

Significant progressive financial services sales experience

Post-secondary education or equivalent is preferred

Demonstrated knowledge of the drivers of business cash flow and how to apply basic principles of effective cash flow management.

Post secondary education in business, agriculture or related equivalent experience.

You effectively manage operational, regulatory & credit risk to ensure ATB's risk tolerance is adhered to.

3+ years previous experience in retail banking or commercial lending to small and medium sized enterprises.

A love for Agriculture and knowledge in the industry.

Demonstrated experience analyzing financial data and structuring credit recommendations.

Demonstrated knowledge of the drivers of business cash flow and how to apply basic principles of effective cash flow management.

Post secondary education in business or related equivalent experience.

You effectively manage operational, regulatory & credit risk to ensure ATB's risk tolerance is adhered to.

3+ years previous experience in retail banking or commercial lending to small and medium sized enterprises.

Demonstrated experience analyzing financial data and structuring credit recommendations.

Strong negotiation and relationship building skills.

Extensive knowledge of diversified crop production and livestock enterprises. On farm experience is an asset.

Bachelor’s Degree or equivalent in Agribusiness, Ag Economics, Commerce or Finance. An MBA is an asset.

Experience in loan documentation, including the perfection of liens and mortgages on real estate, crops, inventory, machinery, and real property.

Demonstrated experience building and growing a portfolio, with a track record of sales growth, excellent customer service and client retention.

Computer proficiency with MS Word and Excel, as well as experience using CRM software.

Self-motivated, independent self-starter, and enthusiastic relationship driven professional who is passionate about agriculture and growing and sustaining farm operations for clients.