Wealth Management Senior Advisor

Overview

Required As a senior wealth management advisor at Signature Service Group Caisses, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an expert advisor for the 360° wealth management approach and for savings and investments, providing members and clients with premium support. As a business relationship leader, you develop high-level financial strategies. You work closely with a team of expert professionals and specialized partners from various fields to implement the 360° approach. Interpersonal savvy and communication skills are therefore essential. You work with a large client base, made up mainly of high-income earners, professionals and business owners with complex, specific needs. Your work and initiatives require exten...