AVP, Relationship Manager - Brokerage

Organisation
Butterfield
Reference
VAC-32495
Contract Type
Full-Time
Industries
Banking & Financial Services
Location
Bermuda
Salary
Competitive Salary
Date Posted
06/09/2019
Expiry Date
24/09/2019
This position reports to the VP, Investor Services, and will be part of the Investment Centre’s frontline team of experienced and skilled employees.

The incumbent will be responsible for assisting in the promotion of investment products and services to retail and high net worth client sectors, as well as cross-selling other products and services offered at Butterfield.
 
Your responsibilities will include:

  • establishing and maintaining client relationships with new or existing clients by selling Butterfield Asset Management products, which include a range of mutual funds, self-directed brokerage and advisory services, as well as knowledge of the discretionary portfolio management services
  • applying relationship management skills and techniques when meeting with clients to accurately capture their personal and financial information, including financial goals and objectives, and assist in determining the strategies and products that will best meet their needs
  • generating new sales leads via prospecting in order to sell the Bank’s products to retail, high net worth individuals and corporate clients who are not currently Butterfield customers presenting to groups as well as individuals to educate and promote the Bank’s platform of products and services
  • remaining prepared and available for walk-in clients who require investment advice, assistance with transactions or have queries pertaining to
  • their account(s)
  • possessing knowledge of all Know Your Client (KYC) requirements and regulations surrounding the account-opening process as mandated by our Legal and Enterprise Risk Management departments (including Compliance) as a mandatory requirement
  • maintaining sales tracking information as required
  • assisting the Asset Management team to meet departmental targets and goals

 
Your experience/skills may include:

  • university degree in business
  • Canadian Securities Course (or equivalent) or any other recognised professional financial planning course(s)
  • experience in sales or customer service; previous equity, fixed income and options trading experience considered an asset
  • excellent organisational, interpersonal and communication skills
  • highly motivated, conscientious and able to work as a team player
  • strong computer skills with knowledge of the Microsoft Office suite of applications

 

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