Wealth Client Growth & Relations Manager

UBS; Toronto; On-site; CAD 115,000 - 135,000; Full time

Job summary

A leading global wealth manager is looking for an experienced candidate in Toronto to join their client coverage team. This role involves maintaining strong client relationships and serving as the key contact for financial transactions. Applicants should have a minimum of 5 years' experience in client-facing roles, a strong grasp of financial products, and excellent communication skills. The position offers competitive compensation and the opportunity to work with a dedicated team focused on client success.

Qualifications

• Minimum 5 years’ client-facing experience in financial services.
• Strong understanding of financial products such as deposits and investments.
• Effective relationship management and excellent judgment.

Responsibilities

• Build and maintain client relationships through outstanding service.
• Serve as the primary contact for client orders.
• Collaborate with internal teams for a seamless client experience.

Skills

Client-facing experience

Financial products knowledge

Relationship management

Attention to detail

Communication skills

Education

CIM or CFA designation

Job description

A leading global wealth manager is looking for an experienced candidate in Toronto to join their client coverage team. This role involves maintaining strong client relationships and serving as the key contact for financial transactions. Applicants should have a minimum of 5 years' experience in client-facing roles, a strong grasp of financial products, and excellent communication skills. The position offers competitive compensation and the opportunity to work with a dedicated team focused on client success.