Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs.
Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client.
Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.

Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
MBA certification preferred.
Experience dealing with HNW clients and equivalent knowledge base.
Certified Financial Planner is preferred.
Broad knowledge of all facets of wealth management.
In-depth / expert knowledge of Bank products, services and capabilities.

Wealth Advisor, Director

Key skills