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Client Relationship Associate, Wealth Management
3 months ago
Are you eager to demonstrate your expertise in client relations? Our Wealth Management division is expanding, and we are on the lookout for a dedicated, enthusiastic, and motivated individual for the role of Licensed Associate, Wealth Solutions.
Skyline Wealth Management, part of the Skyline Group of Companies, is a distinguished wealth planning and investment firm that provides clients with an exceptional investor experience, along with a comprehensive suite of unique alternative investment products and financial planning services. This full-time role will be based at our Head Office.
Position Overview
The Associate, Wealth Solutions will serve as a primary contact for all inquiries from Skyline Wealth Management investors, ensuring an outstanding and consistent customer service experience. This role focuses on enhancing client relationships to sustain investor engagement and, when necessary, assist the Relationship Manager in identifying new business opportunities with existing investors, all while contributing to Skyline's mission of delivering significant value and an exceptional experience for our clients, employees, and communities.
Key Qualifications:
Enthusiasm - for investment management, finance, and economics. Expertise - in exempt market investments and comprehensive financial planning. Background - a minimum of 2 years of relevant investment management experience serving high-net-worth clients and providing financial advice. You possess strong problem-solving skills and the ability to work independently. Professional Integrity - we value pride in the quality of service provided to our clients. Charisma - you are the person with a great sense of humor that everyone enjoys interacting with. You know how to create a positive first impression and maintain it. Communication Skills - you excel at building and strengthening investor relationships through regular and consistent communication. Engagement Skills - you thrive on qualifying investors and guiding them through the entire sales process, from education to investment advice. You can easily analyze each client's financial situation and discuss their options. Attention to Detail - you recognize the importance of thoroughness and have a keen eye for detail when tracking sales activities in Client Relationship Management (CRM) systems. Educational Background - a University Degree in Business, Economics, Accounting, or Finance is preferred, along with the ability to meet all regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer. CSC certification is required, and CPH is preferred.Why Choose Skyline:
You embody the essence of a people person, and your commitment to excellent customer service will lead to your success here. You aspire to thrive in an environment built on strong relationships, hard work, and quality service. You are motivated to contribute to a business you believe in and are determined to make an impact in a competitive industry. You enjoy collaborating with a great team of colleagues and find joy in teamwork. Sharing your passion for exempt market products inspires you daily. Working for a growing company that prioritizes environmental stewardship and social responsibility aligns with your values.We provide our employees with competitive compensation, benefits, paid volunteer days, group RSP, ongoing training, opportunities for growth, and much more. Our workplace culture encourages staff at all levels to engage in supporting and building vibrant communities.
Be a part of Skyline – Building Careers and Communities
