Direct Investing Senior Relationship Manager, Royal Distinction

We are looking for a Senior Relationship Manager to provide expert support to high net worth clients, focusing on portfolio retention and growth. You will deliver exceptional client care, collaborate with market partners, and drive engagement through tailored solutions. Ideal candidates have significant client service experience and a strong background in investment or brokerage.

Skills

• portfolio management
• client relationship management
• iiroc registration
• wealth management
• business development
• customer acquisition strategy
• customer relationship management
• risk management
• derivatives fundamentals
• options license
• coaching
• negotiation
• analytical skills
• customer value management
• long term planning
• sales channels
• operational procedures
• client onboarding
• client seminars
• market analysis