Description

CUSTOMER:
• Responsible for the delivery of a consistent and integrated PWM experience to all clients and prospects in the Centre and actively demonstrate leadership in the consistent execution of the Sales and Client Engagement Model (CEM).
• Ensure that all new clients receive an enhanced on-boarding experience, which includes a thorough client discovery process, creation of a tailored Wealth Strategy and a differentiated HNW planning experience through early introductions to applicable PWM Partners
• Ensure that rediscovery meetings are conducted with existing clients to add value and deliver a PWM experience
• Participate in the resolution of significant client relationship issues and leverage support of MM and Sr. Regional Business Manager to address client concerns efficiently
• Complete analysis of client portfolios in order to develop a thorough understanding and relationship with the top clients of the canter