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Client associate Jobs in Victoria, BC
Private Client Advisor
Staffing In MotionVictoria North, BC, caManager, Client Success
EightSix NetworkBC- Promoted
- New!
Director of Global Client Engagement
FleetCor Technologies, Inc.Victoria, Capital Regional District, Canada- Promoted
Warehouse associate
Randstad Canadavictoria, British Columbia, CAPrivate Client Relationship Manager
Webster BankBC Cheshire NorthClient Care Coordinator
WSAudiologyVictoria CanadaClient Advisor Intern
RBC - Royal BankVictoria, BC- Promoted
Technical Administrator, Private Client Solutions
WaypointBritish Columbia, Canada, CanadaClient Care Support Representative
Access Information ManagementVictoria, British Columbia, CANClient Executive, Signature Insurance
Acera InsuranceVictoria, British Columbia, CAClient Resource Manager
Aramark CanadaVictoria, BCEnterprise Client Success Manager
OfficeSpaceRemote, British Columbia, CAClient Service Representative [Hourly]
CIBCVictoria, BCClient Executive, SMC
BlueVoyantRemote in Canada, BC, CAClient Care Advisor
0000050007 Royal Bank of CanadaVICTORIA, British Columbia, CanadaClient Care Representative - Auto Associate
019986 Hub International Canada West ULC (Canada West)Victoria, BCClient Delivery Associate
BMOVictoria, BC- Promoted
- New!
Client Advisor
RBCPink Mountain, CAClient Service Representative
Family Maintenance Enforcement ProgramVictoria BC- Promoted
Director of Global Client Engagement
Fourlane, Inc.Victoria, Capital Regional District, CanadaPrivate Client Advisor
Staffing In MotionVictoria North, BC, ca- Quick Apply
Job Description
Firm : Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds).
Role : In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. There is absolutely no cold calling / no prospecting in this role and the firm prefers that you focus on closing the leads that the firm provides. In this role you would be focused on speaking with the leads, meeting with the leads, with the goal of signing this client up to invest with this firm. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.
Home Office : The firm covers all home office expenses : computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.
Requirements
investment