An exciting opportunity has arisen for a Wealth Consultant in Toronto. This role is perfect for those who thrive on building and managing relationships with high net worth and ultra-high net worth individuals and families. The successful candidate will provide integrated financial services advice, including asset management, trust estate planning, and liquidity-based lending. The ideal candidate would bring experience interacting with LATAM clients and speak spanish.
With access to a supportive team, the Wealth Consultant will deliver customised financial solutions that set us apart in our ability to integrate solutions and strategies amongst investment management and wealth planning.
What you'll do:
• Develop new relationships externally through sourcing leads, referrals from clients and personal community involvement.
• Provide tailored advice in collaboration with the investment team and other internal and external partners.
• Utilise planning capabilities and develop solutions across investments, trust and wealth transfer, and other appropriate services.
• Identify additional opportunities from existing clients you service.
• Manage relationships by leading delivery of regular review with clients.
• Proactively communicate with clients about current conditions in the financial markets.
• Monitor ongoing financial and personal circumstances of clients to make adjustments or take action accordingly.
• Ensure that goals, risk tolerance, and any unique constraints are reflected in clients’ investment policies.
What you bring:
• University degree with 7 to 12 years of relevant client acquisition and management experience in financial services.
• Experience working with HNW clients.
• Canadian Securities Course completion.
• Preferably CIM or CFA.
• Understanding of products and services applicable to high net worth clients.
• Demonstrated presentation building, sales and marketing abilities.
• Strong interpersonal, verbal, and written communication skills.
What's next:
If you speak spanish fluently and believe you would be a good fit, please apply below or send me your resume directly to andres.nino@robertwalters.com
Location: Toronto, ON
Posted: Sept. 30, 2024, 5:01 p.m.
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