OpenText Exstream Developer responsible for document generation and automation solutions in customer communications management. Collaborating with stakeholders and optimizing high - volume processes.
About the role
- Private Wealth Consultant at Manulife managing client relationships and business development in Canada. Engaging with HNW clients and collaborating with internal partners for wealth management solutions.
Responsibilities
- Build and maintain a strong referral network with internal partners and external advisors
- Lead prospect meetings, contributing to needs analysis, solution design and proposal development
- Collaborate on the development and delivery of client pitches and presentations
- Demonstrate a deep understanding of a HNW private wealth offering, including financial planning and investment solutions
- Organize and lead roadshows and webinars to educate on MPW's value proposition
- Attend client and industry events to build relationships with prospects and referring partners
- Deliver a high-quality client experience from initial engagement through onboarding
- Participate in the company’s growth initiatives and strategic projects that expand market reach
Requirements
- A minimum of 5 years of experience specifically in a business development role within wealth management
- Undergraduate degree in commerce, finance or equivalent
- CFP, CFA or Chartered Investment Manager (CIM) designation considered an asset
- Proven track record in business development, client acquisition or relationship management
- Experience with CRM platforms, such as Salesforce, an asset
- Strong communication, presentation and interpersonal skills
- Deep understanding of wealth management products and solutions
- Highly capable of adapting approach to what is best for each situation.
Benefits
- Health, dental, mental health, vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension and a global share ownership plan with employer matching)
- Paid time off (holidays, vacation, personal, sick days, and statutory leaves)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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