Strategic Relationship Manager for High Net Worth Clients

7 days ago


Waterloo, Ontario, Canada Manulife Full time

Overview

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We are seeking a highly skilled and experienced Strategic Relationship Manager to join our team in Waterloo, Ontario. This individual will play a key role in building and maintaining relationships with high net worth clients and providing exceptional service to meet their complex financial needs.

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Salary

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The salary range for this position is $56,400.00 CAD - $94,000.00 CAD per year, commensurate with experience and qualifications. We also offer a comprehensive benefits package, including health, dental, vision, disability, and life insurance coverage, as well as retirement savings plans and paid time off.

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About the Role

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As a Strategic Relationship Manager, you will be responsible for:

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• Building and maintaining strong relationships with high net worth clients to understand their financial goals and objectives

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• Providing expert advice and guidance on investment and wealth management strategies

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• Developing and implementing customized solutions to meet the unique needs of each client

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• Collaborating with internal partners to deliver exceptional service and support to clients

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Requirements

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To be successful in this role, you will need:

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• Fluency in English, Cantonese, and Mandarin (verbally and written)

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• Post-secondary education or equivalent industry experience

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• 5+ years of experience in banking, including retail, commercial, and high net worth

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• Excellent knowledge of banking operations, systems, and controls

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• Strong analytical and problem-solving skills, with ability to make decisions using sound judgment

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Benefits

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Manulife offers a comprehensive benefits package, including:

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• Health, dental, vision, disability, and life insurance coverage

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• Retirement savings plans, including pension and global share ownership plan

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• Paid time off, including holidays, vacation, personal, and sick days

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• Employee/family assistance programs

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• Flexible work arrangements and professional development opportunities

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About Manulife

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Manulife Financial Corporation is a leading international financial services provider, helping people make informed decisions easier and lives better. We are committed to fair recruitment, retention, advancement, and compensation, and we administer all of our practices and programs without discrimination on the basis of protected grounds.



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