Prestige Relationship Manager

Job Description

About the role

We are in search of a Prestige HNW Relationship Manager to offer fully accountable, full-circle issue resolutions to iA Private Wealth top Advisors.

In this role, you will be at the forefront of providing exceptional service and support and the key accountabilities include:

• Acting as the main point of contact for Advisor questions or concerns, ensuring their needs are addressed in a timely and effective manner.

• Proactively communicating with Advisors to identify and resolve issues before they escalate, ensuring a seamless and positive experience for our clients and Advisors alike.

• Encouraging daily communication with each Advisor group, forging strong relationships, and making a genuine effort to understand and support each team member and their roles.

• Building a customized support plan for each Advisor, which could include special projects that req...