Bilingual Administrative & Client Relations Assistant

CIBC; Toronto; Vor Ort; CAD 49.000 - 54.000; Vollzeit

Benefits dieser Stelle

MomentMakers program

Employee and family assistance

Zusammenfassung

CIBC Wood Gundy is seeking a relationship-focused professional to build and grow client portfolios through dedicated relationship management and trusted investment advice. You will collaborate with Investment Advisors to oversee portfolios, engage with high-net-worth clients, and drive new business through marketing and referrals.

The role emphasizes networking, relationship-building, and a proactive approach to client success, with on-site work Monday through Friday.

Qualifikationen

• Strong relationship-building and networking skills to generate opportunities and drive results.
• Ability to identify growth prospects and cultivate referral networks.
• Experience in marketing initiatives and client engagement to acquire new business.
• Proactive, professional in interactions with high-net-worth clients.

Aufgaben

• Build and grow Wood Gundy client portfolios through relationship management and trusted investment advice.
• Collaborate with Investment Advisors to oversee portfolios and pursue new business opportunities.
• Engage high-net-worth clients to identify needs and enhance their experience.
• Execute marketing initiatives and cultivate strong internal and external referral networks.

Kenntnisse

Relationship building

Networking

Business development

Marketing initiatives

Jobbeschreibung

CIBC Wood Gundy is seeking a relationship-focused professional to build and grow client portfolios through dedicated relationship management and trusted investment advice. You will collaborate with Investment Advisors to oversee portfolios, engage with high-net-worth clients, and drive new business through marketing and referrals.

The role emphasizes networking, relationship-building, and a proactive approach to client success, with on-site work Monday through Friday.