Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Senior Wealth Associate
Senior Wealth Associate
National BankVancouver
A career as a Senior Wealth Associate/Operations Manager at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work close
Wealth Associate
National BankMedicine HatA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help
Wealth Associate
National BankEdmontonA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by
Wealth Associate
National BankKirklandA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by
Wealth Associate
National BankQuebec CityA career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you will offer
Wealth Associate
National BankLavalA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help
Wealth Associate
National BankWinnipegA career as a Wealth Associate at National Bank is a role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, yo
Wealth Associate
National BankLondonA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by
Wealth Associate
National BankWinnipegA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by
Wealth Associate
National BankQuebec CityA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help
Wealth Associate
National BankKelownaA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by
Wealth Associate
National BankShawiniganA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help
Wealth Associate
National BankQuebec CityA career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help
Senior Associate, Business Intelligence - Global Private Wealth (Dashboard Developer)
IsraelvcforumBoston
Job Description SummaryFor over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients an
Wealth Management-Richardson-Associate-Software Engineering
Goldman Sachs Group, Inc.RichardsonWealth Management-Richardson-Associate-Software Engineering Job Description HOW YOU WILL FULFILL YOUR POTENTIALYou will develop financial products with direct impact on millions of consumersSystems un
Asset & Wealth Management - Richardson - Associate, Software Engineering
Goldman Sachs Group, Inc.RichardsonJob Duties: Associate, Software Engineering with Goldman Sachs Bank USA in Richardson, Texas. Develop, enhance, support and maintain the Firm’s software solutions in support of its global businesses.
Asset & Wealth Management-Software Engineering-Associate-Dallas
Goldman SachsUnited StatesSoftware Engineer - Associate – Asset & Wealth Management EngineeringAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our ad
Asset& Wealth Management-Software Engineering-Associate-Dallas
The Goldman Sachs Group, Inc.United StatesEngineerManaged Strategies engineering team collaborates with Portfolio Managers, Marketers, Operations, and other Engineering teams to launch and run managed strategy business. Team is currently focu
Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Goldman SachsChicagoRegional Consultant (Internal Wholesaler)A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own.
Wealth Management-Policy & Quality Assurance-Salt Lake City-Associate
The Goldman Sachs GroupSalt Lake CityOUR IMPACT Wealth Management Operations provides critical risk management and control across the client lifecycle.The Policy Quality Assurance (PQA/KYC) function supports this by independently assessi
Senior Director, Wealth Manager
BNYWest Palm BeachThe Senior Director, Wealth Manager is reserved for those who have demonstrated a mastery of the function and have achieved demonstrated performance standards as outlined by the National Head of Wealt
Senior Business Analyst - Wealth Management
CGI Technologies and Solutions, Inc.ChicagoSenior Business Analyst - Wealth ManagementCategory:Business Analysis (functional and technical)Main location:United States, Illinois, ChicagoPosition ID:J0526-1915Employment Type:Full TimePosition De
Senior Data Analyst - Wealth Management
QodeWausauJob Title: Senior Data Analyst - Wealth ManagementLocations: Austin, TXType: Full-TimeCompany Overview Incedo is a US-based consulting, data science and technology services firm with over 4000 people
Senior Data Analyst - Wealth Management
QodeAustinJob Title: Senior Data Analyst - Wealth ManagementLocations: Austin, TXType: Full-TimeCompany Overview Incedo is a US-based consulting, data science and technology services firm with over 4000 people
Senior Business Analyst - Wealth Management
CGI NjoynChicagoJob order - J0526-1915 - Permanent Full TimeTitle: Senior Business Analyst – Wealth ManagementCategory: Business Analysis (functional and technical)City: Chicago, Illinois, United StatesOverview Join
Senior Wealth Associate
- Vancouver, British Columbia, Canada
- Vancouver, British Columbia, Canada
Über
Your job:
- Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
- Develop marketing material to present the service offering for investment advisors.
- Coordinate the organization of seminars for clients and plan content for them.
- Oversee onboarding, training and coaching for new members of your team.
- Supervise the process of onboarding new clients.
- Assist investment advisors in preparing annual business plans and monitor progress.
- Lead administrative team as operations manager.
- Supervise the unlicensed assistants to ensure tasks are completed efficiently and correctly
- Establish, implement and manage smooth day-to-day operations.
- Ensure all programs operate consistently within our mission, objectives and values.
- Introduce efficient and effective systems to increase productivity.
- Manage operations and develop strategies to ensure consistency and alignment with goals, while improving efficiency.
- Oversee compliance related issues, projects and regulations to ensure the group is adopting, adhering and responding to regulatory changes.
- Support the advisors on business operation issues and engage with regional management proactively to ensure the team operates well.
Your team:
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
- Completed college and/or university diploma in a related field
- Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
- Completion of current CIRO requirements to become IR registered under NBF within a year in position
- Excellent knowledge of the Microsoft Office suite and comfortable with technology
- Knowledge of current market trends and activity
- Ability to offer exceptional customer service
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Sprachkenntnisse
- English
Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.