The successful candidate will be responsible for retaining and growing a portfolio of clients while strengthening existing client relationships. The candidate will create and execute a contact management strategy to regularly connect with clients. The role will include managing risks and compliance processes in order to protect client and shareholder interests.
We are looking for a candidate who has a genuine desire to help clients and who is passionate about the work that they do. The candidate should be technologically proficient across a broad range of devices such as smartphones, tablets, and laptops. The ideal candidate will be an enthusiastic team player who is committed to the mentorship of peers and colleagues. Flexibility, resiliency, and the ability to work in a fast-paced environment are a must.
Requirements:
Undergraduate degree in Finance or Business
Knowledge and understanding of the financial industry
Proven business development skills
Remuneration:
A competitive compensation package is available which includes an enhanced vacation allowance, Group Benefits and a 7% matched Pension Plan. Interested applicants should send CV with references to: jeanette.o.williamson


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