Found Description
Join Cidel in Toronto as a full-time Associate supporting Ultra High Net Worth clients. This role focuses on delivering exceptional client experiences and operational efficiency.
Cidel, known for its commitment to high net worth individuals, seeks a polished Associate for its UHNW team. The role emphasizes cultivating client relationships and ensuring seamless service. You will manage administrative tasks, contribute to business development, and enhance the overall client experience.
Key Responsibilities:
• Manage onboarding and ongoing maintenance of UHNW clients
• Distribute monthly and quarterly asset reports
• Execute operational activities, adhering to regulatory standards
• Respond to inquiries and coordinate issues with internal teams
• Prepare client-ready presentations in collaboration with colleagues
Requirements:
• Three years’ experience in private banking or investment management
• Strong financial services knowledge and communication skills
Cidel, known for its commitment to high net worth individuals, seeks a polished Associate for its UHNW team. The role emphasizes cultivating client relationships and ensuring seamless service. You will manage administrative tasks, contribute to business development, and enhance the overall client experience.
Key Responsibilities:
• Manage onboarding and ongoing maintenance of UHNW clients
• Distribute monthly and quarterly asset reports
• Execute operational activities, adhering to regulatory standards
• Respond to inquiries and coordinate issues with internal teams
• Prepare client-ready presentations in collaboration with colleagues
Requirements:
• Three years’ experience in private banking or investment management
• Strong financial services knowledge and communication skills
Ready to Apply?
Submit your application for Toronto Ultra High Net Worth Associate at Cidel
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