Wealth Officer

The Wealth Officer position is a client-facing role. Through a combination of client-management skills, planning, market, product knowledge, the Wealth Officer partners with the Wealth Management team members to address the specific needs and service issues of clients in order to cultivate existing client relationships and increase the company’s market share.

 

Key Responsibilities

  • Manages relationships with clients and proactively helps to resolve issues and concerns
  • Coordinates resolution of complex issues/concerns received from the client with input from senior team  members
  • Develop leads and referrals from current clients and outside contacts
  • Seek to increase current accounts through additions to Assets Under Management (AUM)
  • Provides support on products and services
  • Participate in sales meetings with prospective clients
  • Participate in internal projects as needed
  • Assist in business development efforts
  • Assist in the development of customized presentation materials for existing clients
  • Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures

 

Required Qualifications, Experience, Knowledge and Skills

 

  • Bachelor’s Degree in Business Administration, Marketing, Finance or relevant area of study
  • Minimum of three years’ customer service experience
  • Working knowledge of investment products * an asset
  • Excellent interpersonal skills
  • Good problem solving and analytical skills
  • Good written and verbal communication skills
  • Customer and Team orientation
  • Proficiency with Microsoft Office Suite [EXCEL, Word, etc.]

 

Qualified applicants are invited to submit applications no later than 30/07/2021 

Reference
VAC-5878
Employer
GK Capital Management Ltd.
Hours
Employment Type
Location
Salary and benefits
Salary and benefits info not provided.
Salary
Salary negotiable
Your Career Level
Early Career
Years Experience
Minimum of Three (3) years'
Your Education Level
Bachelor's Degree|in Business Administration
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